How big is Schmitz and Mitchell, Inc.'s plan?

Schmitz and Mitchell, Inc.'s plan reported $3.3M in assets and 58 participants for 2024.

Original filing (PDF)20250605085027NAL0008382243002

Schmitz and Mitchell, Inc.

Name: Schmitz and Mitchell, Inc. — Toyota of Dothan 401(k), Form 5500 (2024)
Creator: Schmitz and Mitchell, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Toyota of Dothan 401(k) Plan

401(k) retirement plan · Schmitz and Mitchell, Inc.'s Toyota of Dothan 401(k) Plan held $3.3M in plan assets for 58 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

People on this filing

Laura Janson signed Schmitz and Mitchell, Inc.'s 2024 Form 5500 as plan administrator.

Laura Janson — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Schmitz and Mitchell, Inc.'s EIN is 62-1263573.

EIN 62-1263573

Plan number 002

Plan year 2024

ACK ID 20250605085027NAL0008382243002

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Schmitz and Mitchell, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Schmitz and Mitchell, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Above-average plan

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

Knocking points off