Original filing (PDF)20250911120309NAL0000358992001

THE SMITH & OBY COMPANY

Name: THE SMITH & OBY COMPANY — THE SMITH & OBY COMPANY 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2023)
Creator: THE SMITH & OBY COMPANY

Form 5500-SF

FILING_RECEIVED

THE SMITH & OBY COMPANY 401(K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.1M

Net assets (EOY)

$5.1M

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 THE SMITH & OBY COMPANY.

Plan sponsor

Name

THE SMITH & OBY COMPANY

EIN

34-0537580

Address

7676 NORTHFIELD RD · WALTON HILLS, OH · 441465500

Phone

(440) 735-5333

Industry

Plumbing, Heating, AC Contractors· Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-12-01

Tax period

2024-11-30

Filed

2025-09-11

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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