Original filing (PDF)20260309150132NAL0002937234001

MAUREEN SMITH

Name: MAUREEN SMITH — MAUREEN F SMITH, Form 5500 (2023)
Creator: MAUREEN SMITH

Form 5500-SF

FILING_RECEIVED

MAUREEN F SMITH

401(k) retirement plan

Signals · 1

Late filing · 22.3 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

/ 100

Grade B

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 50% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MAUREEN SMITH.

Plan sponsor

Name

MAUREEN SMITH

DBA

STYLES BY MAUREEN

EIN

71-1035307

Address

167 CREEK RD · PLEASANT VALLEY, NY · 125697161

Phone

(845) 309-0338

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-06-16

Filed

2026-03-09

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2S · Automatic enrollment

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

2J · 401(k) feature

2T · Default investment account (QDIA)

2K · 401(m) arrangement

Service providers (Schedule C)

Small plans don't disclose service providers

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