Original filing (PDF)20230322151327NAL0017439027001

SMITH INSURANCE SERVICES, INC.

Name: SMITH INSURANCE SERVICES, INC. — SMITH INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2022)
Creator: SMITH INSURANCE SERVICES, INC.

Form 5500-SF

FILING_RECEIVED

SMITH INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.1M

Net assets (EOY)

$4.1M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SMITH INSURANCE SERVICES, INC..

Plan sponsor

Name

SMITH INSURANCE SERVICES, INC.

EIN

31-1681663

Address

711 OLD POND LANE · POWELL, OH · 43065

Phone

(614) 451-2232

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-03-22

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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