Original filing (PDF)20251002164038NAL0000718401001

DAVID SMITH CPA, CFP, CFST

Name: DAVID SMITH CPA, CFP, CFST — DAVID SMITH CPA, CFP, CFST 401K PLAN, Form 5500 (2024)
Creator: DAVID SMITH CPA, CFP, CFST

Form 5500-SF

FILING_RECEIVED

DAVID SMITH CPA, CFP, CFST 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$255K

Net assets (EOY)

$255K

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 DAVID SMITH CPA, CFP, CFST.

Plan sponsor

Name

DAVID SMITH CPA, CFP, CFST

EIN

65-0493649all filings

Address

7765 SW 87TH AVENUE · SUITE 201 · MIAMI, FL · 33173

Phone

(786) 897-6396

Industry

CPA Offices· Professional & Technical Servicessee 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

2025-10-02

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

YOUNG & WADLINGTON, PLLC

YOUNG & WADLINGTON 401(K) PLAN

$255K · 4 participants

WEBER & COMPANY CPAS, P.C.

WEBERCO 401(K) PLAN

$255K · 12 participants

FORT CPA INC

FORT CPA INC. 401K PLAN

$255K · 8 participants

NSO AND COMPANY

NSO CPAS 401(K) PLAN

$255K · 6 participants

BLAKELY & WEEKS-THOME, PLLC

BWT 401(K) PLAN

$255K · 16 participants

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.