How big is Jim R. Smith & Co.'s plan?

Jim R. Smith & Co.'s plan reported $2.5M in assets and 15 participants for 2022.

Original filing (PDF)20231016145011NAL0025892659001

Jim R. Smith & Co.

Name: Jim R. Smith & Co. — Jim R. Smith & Co. 401(k) Plan, Form 5500 (2022)
Creator: Jim R. Smith & Co.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jim R. Smith & Co. 401(k) Plan

401(k) retirement plan · Jim R. Smith & Co.'s Jim R. Smith & Co. 401(k) Plan held $2.5M in plan assets for 15 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

People on this filing

Jeremy Wheat signed Jim R. Smith & Co.'s 2022 Form 5500 as plan administrator.

Jeremy Wheat — 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

Jim R. Smith & Co.'s EIN is 74-1768130.

EIN 74-1768130

Plan number 001

Plan year 2022

ACK ID 20231016145011NAL0025892659001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Jim R. Smith & Co. from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Jim R. Smith & Co.'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 JIM R. SMITH & CO..

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