Original filing (PDF)20250430081546NAL0002445264001

SMITH, KESLER & COMPANY, P.A.

Name: SMITH, KESLER & COMPANY, P.A. — SMITH, KESLER & COMPANY, P.A. PROFIT SHARING PLAN, Form 5500 (2024)
Creator: SMITH, KESLER & COMPANY, P.A.

Form 5500-SF

FILING_RECEIVED

SMITH, KESLER & COMPANY, P.A. PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.7M

Net assets (EOY)

$4.7M

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SMITH, KESLER & COMPANY, P.A..

Plan sponsor

Name

SMITH, KESLER & COMPANY, P.A.

EIN