Original filing (PDF)20250623111808NAL0015309874001

SMK FINANCIAL ENTERPRISES INC

Name: SMK FINANCIAL ENTERPRISES INC — SMK FINANCIAL ENTERPRISES INC 401(K) PLAN, Form 5500 (2023)
Creator: SMK FINANCIAL ENTERPRISES INC

Form 5500-SF

FILING_RECEIVED

SMK FINANCIAL ENTERPRISES INC 401(K) PLAN

401(k) retirement plan

Signals · 1

Late filing · 7.2 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SMK FINANCIAL ENTERPRISES INC.

Plan sponsor

Name

SMK FINANCIAL ENTERPRISES INC

EIN

84-4807140

Address

1529 BERVY STREET · SAN DIEGO, CA · 92110

Phone

(619) 977-3015

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2025-06-23

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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