How big is Smith and Company CPAS' plan?

Smith and Company CPAS' plan reported $3.0M in assets and 6 participants for 2024.

Original filing (PDF)20250911185503NAL0001968786001

Smith and Company CPAS

Name: Smith and Company CPAS — Smith & Company CPA'S, Form 5500 (2024)
Creator: Smith and Company CPAS
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Smith & Company CPA'S 401(k) Plan

401(k) retirement plan · Smith and Company CPAS' Smith & Company CPA'S 401(k) Plan held $3.0M in plan assets for 6 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

People on this filing

James Smith signed Smith and Company CPAS' 2024 Form 5500 as plan administrator.

James 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

Smith and Company CPAS' EIN is 90-0249216.

EIN 90-0249216

Plan number 001

Plan year 2024

ACK ID 20250911185503NAL0001968786001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Smith and Company CPAS from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Smith and Company CPAS' 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 AND COMPANY CPAS.

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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

Knocking points off