Original filing (PDF)20251003192215NAL0001036819001

SMOLL & BANNING, CPA'S, LLC

Name: SMOLL & BANNING, CPA'S, LLC — SMOLL & BANNING, CPA'S, LLC EZ(K) RETIREMENT PLAN, Form 5500 (2024)
Creator: SMOLL & BANNING, CPA'S, LLC

Form 5500-SF

FILING_RECEIVED

SMOLL & BANNING, CPA'S, LLC EZ(K) RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

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 SMOLL & BANNING, CPA'S, LLC.

Plan sponsor

Name

SMOLL & BANNING, CPA'S, LLC

EIN

48-1210879

Address

2410 CENTRAL AVENUE · DODGE CITY, KS · 67801

Phone

(620) 225-6100

Industry

CPA 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

2025-10-03

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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 CPA Offices plans

DREGGORS, RIGSBY & TEAL, P.A.

DRT 401(K) PLAN

$1.3M · 15 participants

JENKINS BOWLER LLP

JENKINS BOWLER LLP EMPLOYEES' 401(K) PLAN

$1.3M · 6 participants

PAUL ROLNICK, CPA LLC

PAUL ROLNICK, CPA LLC 401(K) PLAN

$1.3M · 3 participants

MARTIN & ASSOCIATES, PL

MARTIN & ASSOCIATES 401K PLAN

$1.3M · 10 participants

THILL & LEONARD, CPAS, LLC

THILL & LEONARD, CPAS, LLC 401(K) PLAN

$1.3M · 6 participants