Original filing (PDF)20250723093216NAL0001887667001

SMITH-ALTMAN INSURANCE INC.

Name: SMITH-ALTMAN INSURANCE INC. — SMITH & SMITH 401(K) PLAN, Form 5500 (2024)
Creator: SMITH-ALTMAN INSURANCE INC.

Form 5500-SF

FILING_RECEIVED

SMITH & SMITH 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$33K

Net assets (EOY)

$33K

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

SMITH-ALTMAN INSURANCE INC.

EIN

61-0709317all filings

Address

309 E. 1ST STREET · CAMPBELLSVILLE, KY · 42718

Phone

(270) 465-4218

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-23

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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