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SMITH & STEVENSON COMPANY, INC. — SMITH & STEVENSON COMPANY, INC. PROFIT-SHARING PLAN AND TRUST, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250522095234NAL0002192723001
SMITH & STEVENSON COMPANY, INC.
Form 5500-SF
FILING_RECEIVED
SMITH & STEVENSON COMPANY, INC. PROFIT-SHARING PLAN AND TRUST
Defined-contribution retirement plan
Active participants
20
Accounts w/ balance
20
Plan assets (EOY)
$548K
Net assets (EOY)
$548K
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
SMITH & STEVENSON COMPANY, INC.
.
Find decision makers
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 Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
005
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-05-22
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
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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Helping the score
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