How big is Smartbi Inc.'s plan?

Smartbi Inc.'s plan reported $10K in assets and 1 participants for 2024.

Original filing (PDF)20250718145316NAL0000998835001

Smartbi Inc.

Name: Smartbi Inc. — Smartbi Inc. 401(k) Plan, Form 5500 (2024)
Creator: Smartbi Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Smartbi Inc. 401(k) Plan

401(k) retirement plan · Smartbi Inc.'s Smartbi Inc. 401(k) Plan held $10K in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$10K

Net assets (EOY)

$10K

People on this filing

Marcus Bowie signed Smartbi Inc.'s 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

Smartbi Inc.'s EIN is 37-2101784.

EIN 37-2101784

Plan number 001

Plan year 2024

ACK ID 20250718145316NAL0000998835001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Smartbi Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

SMARTBI INC.

EIN

all filings

Address

999 PEACHTREE ST NE · SUITE 400 · ATLANTA, GA · 30309

Phone

(470) 681-9198

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-18

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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