Original filing (PDF)20260316135921NAL0003031474001

SMITH ANDREWS KLINE, LLC

Name: SMITH ANDREWS KLINE, LLC — SAKLINE BOOKEEPING 401(K) PLAN, Form 5500 (2024)
Creator: SMITH ANDREWS KLINE, LLC

Form 5500-SF

FILING_RECEIVED

SAKLINE BOOKEEPING 401(K) PLAN

401(k) retirement plan

Signals · 1

Late filing · 4.0 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Filed 4.0 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

SMITH ANDREWS KLINE, LLC

EIN

81-4046236all filings

Address

2132 CHANNEL ISLAND DRIVE · ALLEN, TX · 75013

Phone

(214) 597-3204

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2026-03-16

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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