How big is S.M. Smith and Sons Inc.'s plan?

S.M. Smith and Sons Inc.'s plan reported $1.3M in assets and 49 participants for 2024.

Original filing (PDF)20250619121651NAL0003152177001

S.M. Smith and Sons Inc.

Name: S.M. Smith and Sons Inc. — S.M. Smith & Sons Inc., Form 5500 (2024)
Creator: S.M. Smith and Sons Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

S.M. Smith & Sons Inc. Retirement Plan

401(k) retirement plan · S.M. Smith and Sons Inc.'s S.M. Smith & Sons Inc. Retirement Plan held $1.3M in plan assets for 49 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Melinda Mullis signed S.M. Smith and Sons Inc.'s 2024 Form 5500 as plan administrator.

Melinda Mullis — 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

S.M. Smith and Sons Inc.'s EIN is 56-1497202.

EIN 56-1497202

Plan number 001

Plan year 2024

ACK ID 20250619121651NAL0003152177001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for S.M. Smith and Sons Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

S.M. Smith and Sons Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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