Original filing (PDF)20260130130959NAL0005288257001

S M S DO PA

Name: S M S DO PA — S M S DO PA 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: S M S DO PA

Form 5500-SF

FILING_RECEIVED

S M S DO PA 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Signals · 2

Late filing · 2.5 moNo auditor on file

Active participants

127

Accounts w/ balance

Plan assets (EOY)

$425K

Net assets (EOY)

$425K

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 S M S DO PA.

Plan sponsor

Name

S M S DO PA

EIN

59-3104080

Address

11528 US HIGHWAY 19 · PORT RICHEY, FL · 346681442

Phone

(727) 378-0856

Industry

Health Care & Social Assistancesee 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

2026-01-30

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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