How big is Carole Smith, P.A.'s plan?

Carole Smith, P.A.'s plan reported $1.3M in assets and 2 participants for 2024.

Original filing (PDF)20250824113204NAL0012199328001

Carole Smith, P.A.

Name: Carole Smith, P.A. — Carole Smith, P.A. Cash Balance, Form 5500 (2024)
Creator: Carole Smith, P.A.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Carole Smith, P.A. Cash Balance Plan

Defined-benefit pension plan · Carole Smith, P.A.'s Carole Smith, P.A. Cash Balance Plan held $1.3M in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Carole Smith, P.A. signed Carole Smith, P.A.'s 2024 Form 5500 as plan administrator.

Carole Smith, P.A. — 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

Carole Smith, P.A.'s EIN is 65-0797922.

EIN 65-0797922

Plan number 003

Plan year 2024

ACK ID 20250824113204NAL0012199328001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Carole Smith, P.A.'s plan includes a cash-balance formula, a frozen benefit (no new accruals).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CAROLE SMITH, 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off