Original filing (PDF)20250630144737NAL0017429216001

BERT SMITH OLDSMOBILE, INC.

Name: BERT SMITH OLDSMOBILE, INC. — BERT SMITH OLDSMOBILE, INC. SALARY SAVINGS PLAN, Form 5500 (2024)
Creator: BERT SMITH OLDSMOBILE, INC.

Form 5500-SF

FILING_RECEIVED

BERT SMITH OLDSMOBILE, INC. SALARY SAVINGS PLAN

401(k) retirement plan

Signals · 1

No auditor on file

Active participants

142

Accounts w/ balance

Plan assets (EOY)

$7.0M

Net assets (EOY)

$7.0M

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BERT SMITH OLDSMOBILE, INC..

Plan sponsor

Name

BERT SMITH OLDSMOBILE, INC.

EIN

59-0702194

Address

3800 34TH ST N · ST PETERSBURG, FL · 33714

Phone

(727) 527-1111

Industry

Retail Tradesee all

Plan administrator

Name

BERT SMITH OLDSMOBILE, INC.

EIN

59-0702194

City

ST PETERSBURG, FL

Phone

(727) 527-1111

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-30

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

2F · ERISA section 404(c)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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