How big is Aubrey Smith, M.D.'s plan?

Aubrey Smith, M.D.'s plan reported $3.6M in assets and 4 participants for 2024.

Original filing (PDF)20251015134726NAL0002391459001

Aubrey Smith, M.D.

Name: Aubrey Smith, M.D. — Aubrey Smith, M.D. Employee, Form 5500 (2024)
Creator: Aubrey Smith, M.D.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Aubrey Smith, M.D. Employee Retirement Plan

401(k) retirement plan · Aubrey Smith, M.D.'s Aubrey Smith, M.D. Employee Retirement Plan held $3.6M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

People on this filing

Van Shelton signed Aubrey Smith, M.D.'s 2024 Form 5500 as plan administrator.

Van Shelton — 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

Aubrey Smith, M.D.'s EIN is 75-2334849.

EIN 75-2334849

Plan number 001

Plan year 2024

ACK ID 20251015134726NAL0002391459001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Aubrey Smith, M.D. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Aubrey Smith, M.D.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AUBREY SMITH, M.D..

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Plan sponsor

Name

AUBREY SMITH, M.D.

EIN

all filings

Address

1600 S. COULTER, BUILDING B · AMARILLO, TX · 79106

Phone

(806) 359-0718

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator