How big is Shelby J Smith DDS MS' plan?

Shelby J Smith DDS MS' plan reported $153K in assets and 8 participants for 2024.

Original filing (PDF)20250917114900NAL0000231795001

Shelby J Smith DDS MS

Name: Shelby J Smith DDS MS — Shelby J Smith DDS MS APC, Form 5500 (2024)
Creator: Shelby J Smith DDS MS
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Shelby J Smith DDS MS APC 401(k) Plan

401(k) retirement plan · Shelby J Smith DDS MS' Shelby J Smith DDS MS APC 401(k) Plan held $153K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$153K

Net assets (EOY)

$153K

Plan identifiers

Shelby J Smith DDS MS' EIN is 56-2411598.

EIN 56-2411598

Plan number 001

Plan year 2024

ACK ID 20250917114900NAL0000231795001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Shelby J Smith DDS MS from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Shelby J Smith DDS MS' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SHELBY J SMITH DDS MS.

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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