How big is Shevlin Smith, P.C.'s plan?

Shevlin Smith, P.C.'s plan reported $609K in assets and 2 participants for 2023.

Original filing (PDF)20241007195749NAL0016683345001

Shevlin Smith, P.C.

Name: Shevlin Smith, P.C. — Shevlin Smith Cash Balance, Form 5500 (2023)
Creator: Shevlin Smith, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Shevlin Smith Cash Balance Plan

Defined-benefit pension plan · Shevlin Smith, P.C.'s Shevlin Smith Cash Balance Plan held $609K in plan assets for 2 participants in 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$609K

Net assets (EOY)

$609K

Plan identifiers

Shevlin Smith, P.C.'s EIN is 54-1361168.

EIN 54-1361168

Plan number 002

Plan year 2023

ACK ID 20241007195749NAL0016683345001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Shevlin Smith, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Shevlin Smith, P.C.'s plan includes a cash-balance formula.

Decision-maker contacts

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

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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