How big is Smithmarco, PC's plan?

Smithmarco, PC's plan reported $142K in assets and 3 participants for 2023.

Original filing (PDF)20240614052018NAL0050805760001

Smithmarco, PC

Name: Smithmarco, PC — Smithmarco, PC 401(k) Profit, Form 5500 (2023)
Creator: Smithmarco, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Smithmarco, PC 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Smithmarco, PC's Smithmarco, PC 401(k) Profit Sharing Plan and Trust held $142K in plan assets for 3 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$142K

Net assets (EOY)

$142K

People on this filing

Larry Smith signed Smithmarco, PC's 2023 Form 5500 as plan administrator.

Larry Smith — 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

Smithmarco, PC's EIN is 68-0613717.

EIN 68-0613717

Plan number 001

Plan year 2023

ACK ID 20240614052018NAL0050805760001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Smithmarco, PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Smithmarco, PC'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 SMITHMARCO, PC.

Finding similar companies…

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