How big is James a Smith Company's plan?

James a Smith Company's plan reported $1.1M in assets and 7 participants for 2025.

Original filing (PDF)20260326094013NAL0005436753001

James a Smith Company

Name: James a Smith Company — James A. Smith Company, Form 5500 (2025)
Creator: James a Smith Company
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

James A. Smith Company Profit Sharing Plan

Defined-contribution retirement plan · James a Smith Company's James A. Smith Company Profit Sharing Plan held $1.1M in plan assets for 7 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Juleen Smith signed James a Smith Company's 2025 Form 5500 as plan administrator.

Juleen 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

James a Smith Company's EIN is 41-1242009.

EIN 41-1242009

Plan number 001

Plan year 2025

ACK ID 20260326094013NAL0005436753001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for James a Smith Company from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

James a Smith Company's plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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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