How big is Cole Smart CPA, PLLC's plan?

Cole Smart CPA, PLLC's plan reported $1.0M in assets and 3 participants for 2024.

Original filing (PDF)20250922083751NAL0007384610001

Cole Smart CPA, PLLC

Name: Cole Smart CPA, PLLC — Cole Smart CPA, PLLC 401(k), Form 5500 (2024)
Creator: Cole Smart CPA, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cole Smart CPA, PLLC 401(k) Profit Sharing Plan

401(k) retirement plan · Cole Smart CPA, PLLC's Cole Smart CPA, PLLC 401(k) Profit Sharing Plan held $1.0M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

People on this filing

Lee Smart signed Cole Smart CPA, PLLC's 2024 Form 5500 as plan administrator.

Lee Smart — 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

Cole Smart CPA, PLLC's EIN is 46-0890788.

EIN 46-0890788

Plan number 001

Plan year 2024

ACK ID 20250922083751NAL0007384610001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Cole Smart CPA, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Cole Smart CPA, PLLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COLE SMART CPA, PLLC.

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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