Original filing (PDF)20251229105017NAL0009714243001

SH SMITH & CO., INC

Name: SH SMITH & CO., INC — SH SMITH & CO., INC MCF BENEFIT PLAN, Form 5500 (2024)
Creator: SH SMITH & CO., INC

Form 5500-SF

FILING_RECEIVED

SH SMITH & CO., INC MCF BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

SH SMITH & CO., INC

EIN

43-1214721all filings

Address

901 VINE ST · POPLAR BLUFF, MO · 63901

Phone

(573) 785-9621

Industry

Engineering Services· Professional & Technical Servicessee all

Plan administrator

Name

BECKY WEKENBORG

EIN

82-0912782

City

JEFFERSON CITY, MO

Phone

(573) 634-3511

Plan characteristics

Plan number

502

Plan year

2024

Plan year begin

2024-06-01

Tax period

2025-05-31

Filed

2025-12-29

Welfare benefit codes

4A · Health (other than dental or vision)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Engineering Services plans

PANGEA INC

PANGEA INC MCF BENEFIT PLAN

DOTEC PROFESSIONAL CORPORATION DBA DOTEC CORP.

DOTEC CORP. 401(K) PLAN

$0 · 54 participants

INVENTION HOUSE, LLC

INVENTION HOUSE, LLC 401(K) PLAN

YDG ENGINEERS, INC.

YDG ENGINEERS, INC. PENSION PLAN

BODHI GROUP INC

THE BODHI GROUP INC 401(K) PLAN

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.