How big is Smith, Tozian, Daniel & Davis, P.A.'s plan?

Smith, Tozian, Daniel & Davis, P.A.'s plan reported $3.4M in assets and 10 participants for 2024.

Original filing (PDF)20250926075310NAL0009881824001

Smith, Tozian, Daniel & Davis, P.A.

Name: Smith, Tozian, Daniel & Davis, P.A. — Smith, Tozian, Form 5500 (2024)
Creator: Smith, Tozian, Daniel & Davis, P.A.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Smith, Tozian, Daniel & Davis, P.A. 401(k) Profit Sharing Plan

401(k) retirement plan · Smith, Tozian, Daniel & Davis, P.A.'s Smith, Tozian, Daniel & Davis, P.A. 401(k) Profit Sharing Plan held $3.4M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

Plan identifiers

Smith, Tozian, Daniel & Davis, P.A.'s EIN is 59-2689935.

EIN 59-2689935

Plan number 001

Plan year 2024

ACK ID 20250926075310NAL0009881824001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Smith, Tozian, Daniel & Davis, P.A. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Smith, Tozian, Daniel & Davis, P.A.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SMITH, TOZIAN, DANIEL & DAVIS, P.A..

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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

Helping the score