How big is Terry W Smith CPA LLC's plan?

Terry W Smith CPA LLC's plan reported $24K in assets and 1 participants for 2025.

Original filing (PDF)20260428220753NAL0010271921015

Terry W Smith CPA LLC

Name: Terry W Smith CPA LLC — Terry W Smith CPA 401(k), Form 5500 (2025)
Creator: Terry W Smith CPA LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Terry W Smith CPA 401(k) Plan

401(k) retirement plan · Terry W Smith CPA LLC's Terry W Smith CPA 401(k) Plan held $24K in plan assets for 1 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$24K

Net assets (EOY)

$24K

Plan identifiers

Terry W Smith CPA LLC's EIN is 85-4375604.

EIN 85-4375604

Plan number 001

Plan year 2025

ACK ID 20260428220753NAL0010271921015

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Terry W Smith CPA LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TERRY W 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