How big is EP Smith & Associates Ltd. Profit Sharing Plan's plan?

EP Smith & Associates Ltd. Profit Sharing Plan's plan reported $627K in assets and 2 participants for 2024.

Original filing (PDF)20250805122002NAL0002185299001

EP Smith & Associates Ltd. Profit Sharing Plan

Name: EP Smith & Associates Ltd. Profit Sharing Plan — Form 5500 (2024)
Creator: EP Smith & Associates Ltd. Profit Sharing Plan
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Defined-benefit pension plan · EP Smith & Associates Ltd. Profit Sharing Plan held $627K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$627K

Net assets (EOY)

$627K

People on this filing

Patrick Smith signed EP Smith & Associates Ltd. Profit Sharing Plan's 2024 Form 5500 as plan administrator.

Patrick Smith — 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

EP Smith & Associates Ltd. Profit Sharing Plan's EIN is 36-3175842.

EIN 36-3175842

Plan number 002

Plan year 2024

ACK ID 20250805122002NAL0002185299001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for EP Smith & Associates Ltd. Profit Sharing Plan from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

EP Smith & Associates Ltd. Profit Sharing Plan's plan includes a defined-benefit pension formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for EP SMITH & ASSOCIATES LTD PROFIT SHARING PLAN.

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score