Original filing (PDF)20251008062554NAL0003075811001

Smith Dickson Certified Public Accountants, LLP

Name: Smith Dickson Certified Public Accountants, LLP — Form 5500 Plan 001 (2024)
Creator: Smith Dickson Certified Public Accountants, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Smith Dickson Certified Public Accountants, LLP 401(k) Profit Sharing Plan

401(k) retirement plan · Smith Dickson Certified Public Accountants, LLP's Smith Dickson Certified Public Accountants, LLP 401(k) Profit Sharing Plan held $2.3M in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

Plan identifiers

Smith Dickson Certified Public Accountants, LLP's EIN is 84-4301156.

EIN 84-4301156

Plan number 001

Plan year 2024

ACK ID 20251008062554NAL0003075811001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Smith Dickson Certified Public Accountants, LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Smith Dickson Certified Public Accountants, LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 DICKSON CERTIFIED PUBLIC ACCOUNTANTS, LLP.

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