How big is Smith & Salisbury, PLLC's plan?

Smith & Salisbury, PLLC's plan reported $2.0M in assets and 4 participants for 2024.

Original filing (PDF)20250829145920NAL0011246737001

Smith & Salisbury, PLLC

Name: Smith & Salisbury, PLLC — Smith & Salisbury, PLLC, Form 5500 (2024)
Creator: Smith & Salisbury, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Smith & Salisbury, PLLC Retirement Savings Plan

401(k) retirement plan · Smith & Salisbury, PLLC's Smith & Salisbury, PLLC Retirement Savings Plan held $2.0M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

People on this filing

William Smith signed Smith & Salisbury, PLLC's 2024 Form 5500 as plan administrator.

William Smith — 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

Smith & Salisbury, PLLC's EIN is 56-2175356.

EIN 56-2175356

Plan number 001

Plan year 2024

ACK ID 20250829145920NAL0011246737001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Smith & Salisbury, PLLC'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 SMITH & SALISBURY, PLLC.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

SMITH & SALISBURY, PLLC

EIN

all filings

Address

7804 FAIRVIEW ROAD, STE C, #326 · CHARLOTTE, NC · 28226

Phone

(704) 971-1902

Industry

CPA Offices· Professional & Technical Services

Plan administrator