How big is S&M Tool, Inc.'s plan?

S&M Tool, Inc.'s plan reported $1.3M in assets and 11 participants for 2024.

Original filing (PDF)20250630115608NAL0006590787001

S&M Tool, Inc.

Name: S&M Tool, Inc. — S&M Tool, Inc. 401(k) Retirement, Form 5500 (2024)
Creator: S&M Tool, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

S&M Tool, Inc. 401(k) Retirement Savings Plan

401(k) retirement plan · S&M Tool, Inc.'s S&M Tool, Inc. 401(k) Retirement Savings Plan held $1.3M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Heather Stewart signed S&M Tool, Inc.'s 2024 Form 5500 as plan administrator.

Heather Stewart — 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

S&M Tool, Inc.'s EIN is 39-1553172.

EIN 39-1553172

Plan number 001

Plan year 2024

ACK ID 20250630115608NAL0006590787001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

S&M Tool, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for S&M TOOL, 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