Original filing (PDF)20231016145011NAL0025892659001

JIM R. SMITH & CO.

Name: JIM R. SMITH & CO. — JIM R. SMITH & CO. 401K PLAN, Form 5500 (2022)
Creator: JIM R. SMITH & CO.

Form 5500-SF

FILING_RECEIVED

JIM R. SMITH & CO. 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JIM R. SMITH & CO..

Plan sponsor

Name

JIM R. SMITH & CO.

EIN

74-1768130

Address

1400 POST OAK BLVD STE 900 · HOUSTON, TX · 770566657

Phone

(713) 622-9933

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-10-16

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Real Estate plans

THE PM COMPANY

THE PM COMPANY 401K PLAN

$2.5M · 69 participants

CAPITOL HILL GROUP

CAPITOL HILL GROUP DEFINED BENEFIT PENSION PLAN

$2.5M · 17 participants

BARTCO MANAGEMENT CORP.

BARTCO MANAGEMENT CORP. CASH OR DEFERRED PLAN

$2.5M · 12 participants

SHARPER EDGE PROPERTIES INC

CHAMBERLAIN PROPERTY MANAGEMEN 401(K) PROFIT SHARING PLAN & TRUST

$2.4M · 43 participants

140 EAST MARKET STREET, L.P.

140 EAST MARKET STREET, L.P. 401(K) PLAN