Original filing (PDF)20240710145346NAL0015084097001

SMITH & KLEIN, P.A.

Name: SMITH & KLEIN, P.A. — SMITH & SMITH RETIREMENT PLAN, Form 5500 (2023)
Creator: SMITH & KLEIN, P.A.

Form 5500-SF

FILING_RECEIVED

SMITH & SMITH RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

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 SMITH & KLEIN, P.A..

Plan sponsor

Name

SMITH & KLEIN, P.A.

EIN

77-0483565

Address

12121 RICHMOND SUITE 420 · HOUSTON, TX · 77082

Phone

(281) 597-8467

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-07-10

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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