Original filing (PDF)20231021103949NAL0006026626001

BROWN SMITH WALLACE, LLP

Name: BROWN SMITH WALLACE, LLP — BROWN SMITH WALLACE, LLP 401(K) PROFIT SHARING PLAN, Form 5500 (2022)
Creator: BROWN SMITH WALLACE, LLP

Form 5500-SF

FILING_RECEIVED

BROWN SMITH WALLACE, LLP 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BROWN SMITH WALLACE, LLP.

Plan sponsor

Name

BROWN SMITH WALLACE, LLP

EIN

43-1001367

Address

6 CITYPLACE DRIVE, SUITE 900 · ST. LOUIS, MO · 63141

Phone

(314) 983-1200

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2023-01-01

Tax period

2023-10-05

Filed

2023-10-21

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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