How big is Joe Smith's plan?

Joe Smith's plan reported $4K in assets and 10 participants for 2022.

Original filing (PDF)20230728142806NAL0027009858001

Joe Smith

Name: Joe Smith — Joe Smith 401(k) Profit Sharing Plan &, Form 5500 (2022)
Creator: Joe Smith
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Joe Smith 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Joe Smith's Joe Smith 401(k) Profit Sharing Plan & Trust held $4K in plan assets for 10 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4K

Net assets (EOY)

$4K

People on this filing

Edward Rojas signed Joe Smith's 2022 Form 5500 as plan administrator.

Edward Rojas — 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

Joe Smith's EIN is 45-1567497.

EIN 45-1567497

Plan number 001

Plan year 2022

ACK ID 20230728142806NAL0027009858001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Joe Smith from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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Plan health score

Above-average plan

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

Knocking points off