Original filing (PDF)20250508142421NAL0008906835001

SMITH AND SEVERSON BUILDERS

Name: SMITH AND SEVERSON BUILDERS — SSB EMPLOYEE PROFIT SHARING PLAN, Form 5500 (2023)
Creator: SMITH AND SEVERSON BUILDERS

Form 5500-SF

FILING_RECEIVED

SSB EMPLOYEE PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

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 SMITH AND SEVERSON BUILDERS.

Plan sponsor

Name

SMITH AND SEVERSON BUILDERS

EIN

46-3726737

Address

21072 BAKE PKWY. #106 · LAKE FOREST, CA · 926302180

Phone

(949) 232-1224

Industry

Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-11-01

Tax period

2024-10-31

Filed

2025-05-08

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

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

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