How big is JT Smith Group, LLC's plan?

JT Smith Group, LLC's plan reported $156K in assets and 3 participants for 2024.

Original filing (PDF)20251014081639NAL0005031170001

JT Smith Group, LLC

Name: JT Smith Group, LLC — SWAG 401(k) Plan, Form 5500 (2024)
Creator: JT Smith Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SWAG 401(k) Plan

401(k) retirement plan · JT Smith Group, LLC's SWAG 401(k) Plan held $156K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$156K

Net assets (EOY)

$156K

People on this filing

JT Smith signed JT Smith Group, LLC's 2024 Form 5500 as plan administrator.

JT 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

JT Smith Group, LLC's EIN is 93-1347526.

EIN 93-1347526

Plan number 001

Plan year 2024

ACK ID 20251014081639NAL0005031170001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for JT Smith Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

JT Smith Group, LLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (11th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (94th percentile).

Plan sponsor

Name

JT SMITH GROUP, LLC

EIN

all filings

Address

3307 W HAWTHORNE ROAD · TAMPA, FL · 33611

Phone

(813) 831-4700

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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