Original filing (PDF)20251010115821NAL0008104465001

VICKI SMITH M D P C

Name: VICKI SMITH M D P C — VICKI SMITH M D P C 401 K PROFIT SHARING PLAN TRUST, Form 5500 (2024)
Creator: VICKI SMITH M D P C

Form 5500-SF

FILING_RECEIVED

VICKI SMITH M D P C 401 K PROFIT SHARING PLAN TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$776K

Net assets (EOY)

$776K

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 VICKI SMITH M D P C.

Plan sponsor

Name

VICKI SMITH M D P C

EIN

56-2284560

Address

331 CLEVELAND ST. UNIT 603 · CLEARWATER, FL · 33755

Phone

(413) 447-3888

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Name

VICKI SMITH M D P C

EIN

56-2284560

City

PITTSFIELD, MA

Phone

(413) 447-3888

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-10

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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