How big is Smith, Phillips, Revere, PLLC's plan?

Smith, Phillips, Revere, PLLC's plan reported $4.2M in assets and 11 participants for 2023.

Original filing (PDF)20240920153624NAL0007702657001

Smith, Phillips, Revere, PLLC

Name: Smith, Phillips, Revere, PLLC — Smith, Phillips, Form 5500 (2023)
Creator: Smith, Phillips, Revere, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Smith, Phillips, Mitchell, Scott & Nowak 401(k) Profit Sharing Plan

401(k) retirement plan · Smith, Phillips, Revere, PLLC's Smith, Phillips, Mitchell, Scott & Nowak 401(k) Profit Sharing Plan held $4.2M in plan assets for 11 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.2M

Net assets (EOY)

$4.2M

People on this filing

Ryan Revere signed Smith, Phillips, Revere, PLLC's 2023 Form 5500 as plan administrator.

Ryan Revere — 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, Phillips, Revere, PLLC's EIN is 83-2949870.

EIN 83-2949870

Plan number 001

Plan year 2023

ACK ID 20240920153624NAL0007702657001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Smith, Phillips, Revere, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Smith, Phillips, Revere, PLLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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

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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