Original filing (PDF)20240422112103NAL0018021202001

Leelyn Smith, LLC

Name: Leelyn Smith, LLC — Leelyn Smith, LLC Cash Balance, Form 5500 (2023)
Creator: Leelyn Smith, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Leelyn Smith, LLC Cash Balance Pension Plan

Defined-benefit pension plan · Leelyn Smith, LLC's Leelyn Smith, LLC Cash Balance Pension Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

People on this filing

Andrew Grider signed Leelyn Smith, LLC's 2023 Form 5500 as plan administrator.

Andrew Grider — 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

Leelyn Smith, LLC's EIN is 36-4095744.

EIN 36-4095744

Plan number 002

Plan year 2023

ACK ID 20240422112103NAL0018021202001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Leelyn Smith, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Leelyn Smith, LLC's plan includes a defined-benefit pension formula, a cash-balance formula, a frozen benefit (no new accruals).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LEELYN SMITH, LLC.

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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

Knocking points off