How big is Smith Patrick PC's plan?

Smith Patrick PC's plan reported $2.1M in assets and 20 participants for 2024.

Original filing (PDF)20250718135933NAL0001856433001

Smith Patrick PC

Name: Smith Patrick PC — Smith Patrick PC Retirement Plan, Form 5500 (2024)
Creator: Smith Patrick PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Smith Patrick PC Retirement Plan

401(k) retirement plan · Smith Patrick PC's Smith Patrick PC Retirement Plan held $2.1M in plan assets for 20 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

Plan identifiers

Smith Patrick PC's EIN is 84-2821221.

EIN 84-2821221

Plan number 001

Plan year 2024

ACK ID 20250718135933NAL0001856433001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Smith Patrick PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Smith Patrick PC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

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