Original filing (PDF)20250522094755NAL0004172816001

SMITH & STEVENSON COMPANY, INC.

Name: SMITH & STEVENSON COMPANY, INC. — SMITH & STEVENSON COMPANY, INC. CASH BALANCE PENSION PLAN AND TRUST, Form 5500 (2024)
Creator: SMITH & STEVENSON COMPANY, INC.

Form 5500-SF

FILING_RECEIVED

SMITH & STEVENSON COMPANY, INC. CASH BALANCE PENSION PLAN AND TRUST

Defined-benefit pension 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 SMITH & STEVENSON COMPANY, INC..

Plan sponsor

Name

SMITH & STEVENSON COMPANY, INC.

EIN

56-1497886

Address

4935 CHASTAIN AVENUE · CHARLOTTE, NC · 28217

Phone

(704) 501-1432

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

004

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-22

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

1D · Floor-offset DB

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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