Original filing (PDF)20260423083606NAL0004505489001

Bernadette M. Smith, LLC DBA First Capital Financial Group

Name: Bernadette M. Smith, LLC DBA First Capital Financial Group — Form 5500 Plan 001 (2025)
Creator: Bernadette M. Smith, LLC DBA First Capital Financial Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

First Capital Financial Group 401(k) Profit Sharing Plan

401(k) retirement plan · Bernadette M. Smith, LLC DBA First Capital Financial Group's First Capital Financial Group 401(k) Profit Sharing Plan held $289K in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$289K

Net assets (EOY)

$289K

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.
High average account balance (88th percentile).

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 & Insurance

Plan administrator