Original filing (PDF)20230714155155NAL0030573648001

STEPHEN F SMITH ATTORNEY AT LAW

Name: STEPHEN F SMITH ATTORNEY AT LAW — STEPHEN F SMITH ATTORNEY AT LAW 401K PLAN, Form 5500 (2022)
Creator: STEPHEN F SMITH ATTORNEY AT LAW

Form 5500-SF

FILING_RECEIVED

STEPHEN F SMITH ATTORNEY AT LAW 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

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 STEPHEN F SMITH ATTORNEY AT LAW.

Plan sponsor

Name

STEPHEN F SMITH ATTORNEY AT LAW

EIN

82-0534688

Address

P.O. BOX C · SANDPOINT, ID · 83864

Phone

(208) 263-9852

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-07-14

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2F · ERISA section 404(c)

2R · Participant-directed brokerage (SDBA)

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

2A · Age/service weighted or new comparability

2K · 401(m) arrangement

Service providers (Schedule C)

Small plans don't disclose service providers

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