· 2022–2024 · DOL EFAST2

CHAS P. SMITH & ASSOCIATES PA, CPAS CPS INVESTMENT ADVISORS — CHAS P. SMITH & ASSOCIATES, PA. , CPA'S D/B/A CPS INVESTMENT ADVISORS PROFIT SHARING PLAN & TRUST, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20250317134349NAL0001732785001

CHAS P. SMITH & ASSOCIATES PA, CPAS CPS INVESTMENT ADVISORS

Form 5500-SF

FILING_RECEIVED

CHAS P. SMITH & ASSOCIATES, PA. , CPA'S D/B/A CPS INVESTMENT ADVISORS PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

61

Accounts w/ balance

77

Plan assets (EOY)

$25.7M

Net assets (EOY)

$25.7M

Plan health score (directional)

89

/ 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

75

Total plan cost

75

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHAS P. SMITH & ASSOCIATES PA, CPAS CPS INVESTMENT ADVISORS.

Plan sponsor

Name

CHAS P. SMITH & ASSOCIATES PA, CPAS CPS INVESTMENT ADVISORS

EIN

59-2030217

Address

205 EAST ORANGE STREET SUITE 310 · LAKELAND, FL · 33801

Phone

(863) 688-1725

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-03-17

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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