Original filing (PDF)20251217094945NAL0003708641001

SMOAK GROVES, INC.

Name: SMOAK GROVES, INC. — SMOAK GROVES, INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: SMOAK GROVES, INC.

Form 5500-SF

FILING_RECEIVED

SMOAK GROVES, INC. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.3M

Net assets (EOY)

$7.3M

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 SMOAK GROVES, INC..

Plan sponsor

Name

SMOAK GROVES, INC.

EIN

59-2228065

Address

1025 COUNTY ROAD 17, NORTH · LAKE PLACID, FL · 33852

Phone

(863) 465-2561

Industry

Agriculture, Forestry, Fishing, Huntingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-10-01

Tax period

2025-09-30

Filed

2025-12-17

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

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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