How big is Smith Law Attorneys, P.A.'s plan?

Smith Law Attorneys, P.A.'s plan reported $244K in assets and 3 participants for 2024.

Original filing (PDF)20250718092922NAL0002254128001

Smith Law Attorneys, P.A.

Name: Smith Law Attorneys, P.A. — Smith Law Attorneys, Form 5500 (2024)
Creator: Smith Law Attorneys, P.A.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Smith Law Attorneys 401(k) Plan

401(k) retirement plan · Smith Law Attorneys, P.A.'s Smith Law Attorneys 401(k) Plan held $244K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$244K

Net assets (EOY)

$244K

Plan identifiers

Smith Law Attorneys, P.A.'s EIN is 87-4219653.

EIN 87-4219653

Plan number 001

Plan year 2024

ACK ID 20250718092922NAL0002254128001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Smith Law Attorneys, P.A. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Smith Law Attorneys, P.A.'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 LAW ATTORNEYS, P.A..

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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 (92nd percentile).

Plan sponsor

Name

SMITH LAW ATTORNEYS, P.A.

EIN

all filings

Address

1561 LAKEFRONT DRIVE, UNIT 204 · SARASOTA, FL · 34240

Phone

(941) 202-2222

Industry

Law Offices· Professional & Technical Services

Plan administrator