How big is Smith, Thomas & Smith's plan?

Smith, Thomas & Smith's plan reported $3.6M in assets and 12 participants for 2022.

Original filing (PDF)20230920135723NAL0004292882001

Smith, Thomas & Smith

Name: Smith, Thomas & Smith — Smith Thomas and Smith Inc., Form 5500 (2022)
Creator: Smith, Thomas & Smith
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Smith Thomas and Smith Inc. Employee Savings and Retirement Plan

401(k) retirement plan · Smith, Thomas & Smith's Smith Thomas and Smith Inc. Employee Savings and Retirement Plan held $3.6M in plan assets for 12 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

People on this filing

Leacia C Hollmann signed Smith, Thomas & Smith's 2022 Form 5500 as plan administrator.

Leacia C Hollmann — 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

Smith, Thomas & Smith's EIN is 52-0257628.

EIN 52-0257628

Plan number 001

Plan year 2022

ACK ID 20230920135723NAL0004292882001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Smith, Thomas & Smith from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Smith, Thomas & Smith's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score