How big is Smith Team CPAS, LLP's plan?

Smith Team CPAS, LLP's plan reported $1.2M in assets and 4 participants for 2024.

Original filing (PDF)20250415151210NAL0003511473001

Smith Team CPAS, LLP

Name: Smith Team CPAS, LLP — Smith Team 401(k) Plan, Form 5500 (2024)
Creator: Smith Team CPAS, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Smith Team 401(k) Plan

401(k) retirement plan · Smith Team CPAS, LLP's Smith Team 401(k) Plan held $1.2M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Mark Smith signed Smith Team CPAS, LLP's 2024 Form 5500 as plan administrator.

Mark Smith — 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

Smith Team CPAS, LLP's EIN is 82-2337954.

EIN 82-2337954

Plan number 001

Plan year 2024

ACK ID 20250415151210NAL0003511473001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Smith Team CPAS, LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Smith Team CPAS, LLP's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

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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