Original filing (PDF)20250116153221NAL0038739792001

ZACHARY SMITH, LLC

Name: ZACHARY SMITH, LLC — ZACHARY SMITH, LLC 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: ZACHARY SMITH, LLC

Form 5500-SF

FILING_RECEIVED

ZACHARY SMITH, LLC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

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 ZACHARY SMITH, LLC.

Plan sponsor

Name

ZACHARY SMITH, LLC

EIN

47-1057127

Address

158 HILLSIDE COURT · BRANSON, MO · 65616

Phone

(417) 576-5151

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-20

Filed

2025-01-16

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

COSTELLO INSURANCE ASSOCIATES

COSTELLO INSURANCE ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST

SPRAGUE ISRAEL GILES, INC.

SPRAGUE ISRAEL GILES, INC. CASH OR DEFERRED PROFIT SHARING PLAN

CATHOLIC HOLY FAMILY SOCIETY

CATHOLIC HOLY FAMILY SOCIETY EMPLOYEES' RETIREMENT PLAN

D.A. VAN GORDER & ASSOCIATES

D. A. VAN GORDER & ASSOCIATES 401K PROFIT SHARING PLAN

HIGHMARK WESTERN AND NORTHEASTERN NEW YORK INC.