How big is Jennifer K Smith CPA LLC's plan?

Jennifer K Smith CPA LLC's plan reported $131K in assets and 1 participants for 2025.

Original filing (PDF)20260427131646NAL0008622017001

Jennifer K Smith CPA LLC

Name: Jennifer K Smith CPA LLC — Jennifer K Smith CPA LLC, Form 5500 (2025)
Creator: Jennifer K Smith CPA LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jennifer K Smith CPA LLC 401(k)

401(k) retirement plan · Jennifer K Smith CPA LLC's Jennifer K Smith CPA LLC 401(k) held $131K in plan assets for 1 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$131K

Net assets (EOY)

$131K

People on this filing

Jennifer Smith signed Jennifer K Smith CPA LLC's 2025 Form 5500 as plan administrator.

Jennifer Smith — 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

Jennifer K Smith CPA LLC's EIN is 84-4545089.

EIN 84-4545089

Plan number 001

Plan year 2025

ACK ID 20260427131646NAL0008622017001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Jennifer K Smith CPA LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Jennifer K Smith CPA LLC'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 JENNIFER K SMITH CPA LLC.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

JENNIFER K SMITH CPA LLC

EIN

all filings

Address

2030 FLOWERING TREE TER · SILVER SPRING, MD · 20902

Phone

(301) 252-0563

Industry

CPA Offices· Professional & Technical Services

Plan administrator