How big is Smith and BERG, Inc.'s plan?

Smith and BERG, Inc.'s plan reported $102K in assets and 9 participants for 2024.

Original filing (PDF)20250814173224NAL0009330179001

Smith and BERG, Inc.

Name: Smith and BERG, Inc. — Smith and BERG, Inc. Profit, Form 5500 (2024)
Creator: Smith and BERG, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Smith and BERG, Inc. Profit Sharing Plan

Defined-contribution retirement plan · Smith and BERG, Inc.'s Smith and BERG, Inc. Profit Sharing Plan held $102K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$102K

Net assets (EOY)

$102K

Plan identifiers

Smith and BERG, Inc.'s EIN is 81-1328178.

EIN 81-1328178

Plan number 001

Plan year 2024

ACK ID 20250814173224NAL0009330179001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Smith and BERG, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Smith and BERG, Inc.'s plan includes profit-sharing.

Decision-maker contacts

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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