How big is Shorr and Smith, M.D.S, a California Partnership's plan?

Shorr and Smith, M.D.S, a California Partnership's plan reported $10.4M in assets and 6 participants for 2024.

Original filing (PDF)20251009162031NAL0003758851001

Shorr and Smith, M.D.S, a California Partnership

Name: Shorr and Smith, M.D.S, a California Partnership — Form 5500 Plan 003 (2024)
Creator: Shorr and Smith, M.D.S, a California Partnership
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Shorr and Smith, M.D.'S Employees Profit Sharing Plan

Defined-contribution retirement plan · Shorr and Smith, M.D.S, a California Partnership's Shorr and Smith, M.D.'S Employees Profit Sharing Plan held $10.4M in plan assets for 6 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$10.4M

Net assets (EOY)

$10.4M

Plan identifiers

Shorr and Smith, M.D.S, a California Partnership's EIN is 95-4554284.

EIN 95-4554284

Plan number 003

Plan year 2024

ACK ID 20251009162031NAL0003758851001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Shorr and Smith, M.D.S, a California Partnership from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Shorr and Smith, M.D.S, a California Partnership's plan includes profit-sharing, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SHORR AND SMITH, M.D.S, A CALIFORNIA PARTNERSHIP.

Finding similar companies…

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