How big is Bill Smith, Inc.'s plan?

Bill Smith, Inc.'s plan reported $7.8M in assets and 86 participants for 2024.

Original filing (PDF)20250729151024NAL0001428707001

Bill Smith, Inc.

Name: Bill Smith, Inc. — Bill Smith, Inc. 401(k) Profit, Form 5500 (2024)
Creator: Bill Smith, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bill Smith, Inc. 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Bill Smith, Inc.'s Bill Smith, Inc. 401(k) Profit Sharing Plan and Trust held $7.8M in plan assets for 86 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.8M

Net assets (EOY)

$7.8M

Plan identifiers

Bill Smith, Inc.'s EIN is 59-0864997.

EIN 59-0864997

Plan number 002

Plan year 2024

ACK ID 20250729151024NAL0001428707001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Bill Smith, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Bill Smith, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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

Knocking points off