How big is Joseph Smith, Ltd.'s plan?

Joseph Smith, Ltd.'s plan reported $3.1M in assets and 18 participants for 2024.

Original filing (PDF)20250818132639NAL0002228016001

Joseph Smith, Ltd.

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

Form 5500-SF

FILING_RECEIVED

Joseph Smith, Ltd. 401(k) Profit Sharing Plan

401(k) retirement plan · Joseph Smith, Ltd.'s Joseph Smith, Ltd. 401(k) Profit Sharing Plan held $3.1M in plan assets for 18 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

People on this filing

Maria Browning signed Joseph Smith, Ltd.'s 2024 Form 5500 as plan administrator.

Maria Browning — 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

Joseph Smith, Ltd.'s EIN is 54-0917106.

EIN 54-0917106

Plan number 002

Plan year 2024

ACK ID 20250818132639NAL0002228016001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Joseph Smith, Ltd.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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

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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