· 2022–2024 · DOL EFAST2

T. Smith Enterprises, Inc. — T. Smith Enterprises, Form 5500 (2025)

Original filing (PDF)20260713090032NAL0007733778003

T. Smith Enterprises, Inc.

Form 5500-SF

FILING_RECEIVED

T. Smith Enterprises, Inc. 401(k) Plan

401(k) retirement plan · T. Smith Enterprises, Inc.'s T. Smith Enterprises, Inc. 401(k) Plan held $401K in plan assets for 31 participants in 2025.

Active participants

31

Accounts w/ balance

11

Plan assets (EOY)

$401K

Net assets (EOY)

$401K

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

52

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (11th percentile).

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 T. SMITH ENTERPRISES, INC..

Plan sponsor

Name

T. SMITH ENTERPRISES, INC.

EIN

82-3939917all filings

Address

38 WEST AVE. · OWEGO, NY · 13827

Phone

(607) 687-4115

Industry

Wholesale Trade

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-07-13

Pension benefit codes

2E · Profit-sharing

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

2K · 401(m) arrangement

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

2A · Age/service weighted or new comparability

2F · ERISA section 404(c)

Service providers (Schedule C)

Small plans don't disclose service providers

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