Original filing (PDF)20241009142747NAL0010719923001

SIDNEY SMITH, M.D., P.A.

Name: SIDNEY SMITH, M.D., P.A. — SIDNEY SMITH, M.D. 401(K) PROFIT SHARING PLAN, Form 5500 (2023)
Creator: SIDNEY SMITH, M.D., P.A.

Form 5500-SF

FILING_RECEIVED

SIDNEY SMITH, M.D. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

142

Plan assets (EOY)

$4.7M

Net assets (EOY)

$4.7M

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 SIDNEY SMITH, M.D., P.A..

Plan sponsor

Name

SIDNEY SMITH, M.D., P.A.

EIN

58-2149083

Address

900 MOHAWK STREET · SAVANNAH, GA · 31419

Phone

(912) 925-0067

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-09

Pension benefit codes

2A · Age/service weighted or new comparability

2H · Partial participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

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

Audit & trust (Schedule H)

Auditor

—

Service providers (Schedule C)

Small plans don't disclose service providers

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