Original filing (PDF)20250719102245NAL0004246064001

KIMBLE & SMITH PC

Name: KIMBLE & SMITH PC — KIMBLE & SMITH PC 401K, Form 5500 (2024)
Creator: KIMBLE & SMITH PC

Form 5500-SF

FILING_RECEIVED

KIMBLE & SMITH PC 401K

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$297K

Net assets (EOY)

$297K

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

KIMBLE & SMITH PC

EIN

46-2757122all filings

Address

1204 S WHITE CHAPEL BLVD · SOUTHLAKE, TX · 76092

Phone

(817) 766-7488

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-19

Pension benefit codes

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)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

STEVEN G. VITALE, PA

STEVEN G. VITALE, PA 401(K) TRUST

$297K · 3 participants

BASH POLYACHENKO PC

BASH POLYACHENKO, PC PROFIT SHARING PLAN

$297K · 6 participants

PEEL BRIMLEY LLP

PEEL BRIMLEY RETIREMENT PLAN

$297K · 9 participants

MCCURDY LAUD, LLC

MCCURDY LAUD 401(K) PLAN

$297K · 4 participants

LAW OFFICES OF RONALD B GOLDSTEIN

$297K · 2 participants

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