How big is Symmes & Estes, PLLC's plan?

Symmes & Estes, PLLC's plan reported $7K in assets and 3 participants for 2024.

Original filing (PDF)20250227140237NAL0003887280001

Symmes & Estes, PLLC

Name: Symmes & Estes, PLLC — Symmes & Estes, PLLC 401(k), Form 5500 (2024)
Creator: Symmes & Estes, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Symmes & Estes, PLLC 401(k) Plan

401(k) retirement plan · Symmes & Estes, PLLC's Symmes & Estes, PLLC 401(k) Plan held $7K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7K

Net assets (EOY)

$7K

Plan identifiers

Symmes & Estes, PLLC's EIN is 84-4202116.

EIN 84-4202116

Plan number 001

Plan year 2024

ACK ID 20250227140237NAL0003887280001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Symmes & Estes, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Symmes & Estes, PLLC's plan includes a default investment (QDIA), profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

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Plan health score

Above-average plan

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

Knocking points off