How big is Joe Smith Co., Inc.'s plan?

Joe Smith Co., Inc.'s plan reported $1.0M in assets and 30 participants for 2024.

Original filing (PDF)20250908152026NAL0012373779001

Joe Smith Co., Inc.

Name: Joe Smith Co., Inc. — Joe Smith Co, Inc. 401(k), Form 5500 (2024)
Creator: Joe Smith Co., Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Joe Smith Co, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Joe Smith Co., Inc.'s Joe Smith Co, Inc. 401(k) Profit Sharing Plan held $1.0M in plan assets for 30 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

People on this filing

Carl R Atnip signed Joe Smith Co., Inc.'s 2024 Form 5500 as plan administrator.

Carl R Atnip — 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

Joe Smith Co., Inc.'s EIN is 48-1014323.

EIN 48-1014323

Plan number 001

Plan year 2024

ACK ID 20250908152026NAL0012373779001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Joe Smith Co., Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Joe Smith Co., Inc.'s plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Above-average plan

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

Knocking points off