How big is Suggett Schmidt, Inc.'s plan?

Suggett Schmidt, Inc.'s plan reported $2.9M in assets and 4 participants for 2024.

Original filing (PDF)20250317101710NAL0001501473001

Suggett Schmidt, Inc.

Name: Suggett Schmidt, Inc. — Suggett Schmidt, Inc. Profit, Form 5500 (2024)
Creator: Suggett Schmidt, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Suggett Schmidt, Inc. Profit Sharing Plan

Defined-contribution retirement plan · Suggett Schmidt, Inc.'s Suggett Schmidt, Inc. Profit Sharing Plan held $2.9M in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

People on this filing

Susan Schmidt signed Suggett Schmidt, Inc.'s 2024 Form 5500 as plan administrator.

Susan Schmidt — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Suggett Schmidt, Inc.'s EIN is 35-0162540.

EIN 35-0162540

Plan number 002

Plan year 2024

ACK ID 20250317101710NAL0001501473001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Suggett Schmidt, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Suggett Schmidt, Inc.'s plan includes profit-sharing, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SUGGETT SCHMIDT, INC..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score