How big is Smith Orthodontics, P.A.'s plan?

Smith Orthodontics, P.A.'s plan reported $223K in assets and 12 participants for 2024.

Original filing (PDF)20251010140826NAL0004317779001

Smith Orthodontics, P.A.

Name: Smith Orthodontics, P.A. — Smith Orthodontics Cash, Form 5500 (2024)
Creator: Smith Orthodontics, P.A.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Smith Orthodontics Cash Balance Plan & Trust

Defined-benefit pension plan · Smith Orthodontics, P.A.'s Smith Orthodontics Cash Balance Plan & Trust held $223K in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$223K

Net assets (EOY)

$223K

Plan identifiers

Smith Orthodontics, P.A.'s EIN is 48-0928974.

EIN 48-0928974

Plan number 004

Plan year 2024

ACK ID 20251010140826NAL0004317779001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Smith Orthodontics, P.A. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Smith Orthodontics, P.A.'s plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

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

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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 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