· 2022–2024 · DOL EFAST2

SMITH MARRIAGE AND FAMILY THERAP — SMITH MARRIAGE & FAMILY THERAPY 401 K PLAN, Form 5500 (2023) | Form 5500 Search

Original filing (PDF)20241220104456NAL0009273424001

SMITH MARRIAGE AND FAMILY THERAP

Form 5500-SF

FILING_RECEIVED

SMITH MARRIAGE & FAMILY THERAPY 401 K PLAN

401(k) retirement plan

Active participants

0

Accounts w/ balance

0

Plan assets (EOY)

$0

Net assets (EOY)

$0

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SMITH MARRIAGE AND FAMILY THERAP.

Plan sponsor

Name

SMITH MARRIAGE AND FAMILY THERAP

EIN

84-2658851

Address

2043 WESTCLIFF DR · STE 201 · NEWPORT BEACH, CA · 92660

Phone

(949) 922-8661

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-08-31

Filed

2024-12-20

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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