How big is Kelly Smith MD APC's plan?

Kelly Smith MD APC's plan reported $49K in assets and 1 participants for 2024.

Original filing (PDF)20250720093030NAL0000085587001

Kelly Smith MD APC

Name: Kelly Smith MD APC — Kelly Smith MD APC 401(k), Form 5500 (2024)
Creator: Kelly Smith MD APC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kelly Smith MD APC 401(k)

401(k) retirement plan · Kelly Smith MD APC's Kelly Smith MD APC 401(k) held $49K in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$49K

Net assets (EOY)

$49K

People on this filing

Shirley Horner signed Kelly Smith MD APC's 2024 Form 5500 as plan administrator.

Shirley Horner — 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

Kelly Smith MD APC's EIN is 87-2849247.

EIN 87-2849247

Plan number 001

Plan year 2024

ACK ID 20250720093030NAL0000085587001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Kelly Smith MD APC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Kelly Smith MD APC'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 KELLY SMITH MD APC.

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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