Original filing (PDF)20250304171033NAL0007288289001

BERNADETTE M. SMITH, LLC DBA FIRST CAPITAL FINANCIAL GROUP

Name: BERNADETTE M. SMITH, LLC DBA FIRST CAPITAL FINANCIAL GROUP — FIRST CAPITAL FINANCIAL GROUP 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: BERNADETTE M. SMITH, LLC DBA FIRST CAPITAL FINANCIAL GROUP

Form 5500-SF

FILING_RECEIVED

FIRST CAPITAL FINANCIAL GROUP 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$264K

Net assets (EOY)

$264K

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

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 BERNADETTE M. SMITH, LLC DBA FIRST CAPITAL FINANCIAL GROUP.

Plan sponsor

Name

BERNADETTE M. SMITH, LLC DBA FIRST CAPITAL FINANCIAL GROUP

EIN

82-5279795all filings

Address

1206 CHAPLINE STREET, SUITE 175 · WHEELING, WV · 26003

Phone

(304) 830-5379

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator