How big is Michael Smith Insurance Agency Inc.'s plan?

Michael Smith Insurance Agency Inc.'s plan reported $2.6M in assets and 5 participants for 2025.

Original filing (PDF)20260520133108NAL0001613521001

Michael Smith Insurance Agency Inc.

Name: Michael Smith Insurance Agency Inc. — Michael Smith, Form 5500 (2025)
Creator: Michael Smith Insurance Agency Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Michael Smith Insurance Agency, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Michael Smith Insurance Agency Inc.'s Michael Smith Insurance Agency, Inc. 401(k) Profit Sharing Plan held $2.6M in plan assets for 5 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

Plan identifiers

Michael Smith Insurance Agency Inc.'s EIN is 72-1224362.

EIN 72-1224362

Plan number 001

Plan year 2025

ACK ID 20260520133108NAL0001613521001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Michael Smith Insurance Agency Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Michael Smith Insurance Agency Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MICHAEL SMITH INSURANCE AGENCY INC.

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score