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SMITH & SMITH CPA P.C. 401(K) PLAN 401k Plan overview

Plan NameSMITH & SMITH CPA P.C. 401(K) PLAN
Plan identification number 001

SMITH & SMITH CPA P.C. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
    SELECT distinct(Description) AS Description FROM 401k_benefit_codes LEFT JOIN 401k_benefit_code_description ON BenefitCode=Code COLLATE utf8_unicode_ci WHERE EIN='454023924' AND PlanID='001'

401k Sponsoring company profile

SMITH & SMITH CPA P.C. has sponsored the creation of one or more 401k plans.

Company Name:SMITH & SMITH CPA P.C.
Employer identification number (EIN):454023924
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SMITH & SMITH CPA P.C. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01J BLAKE SMITH CPA2019-09-17
0012017-01-01J BLAKE SMITH, CPA2018-05-10 J BLAKE SMITH, CPA2018-05-10
0012016-01-01J. BLAKE SMITH, CPA2017-05-10

Financial Data on SMITH & SMITH CPA P.C. 401(K) PLAN

Measure Date Value
2025 : SMITH & SMITH CPA P.C. 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-05-0725177
Net assets as of the end of the plan year2025-05-072640887
Total assets as of the beginning of the plan year2025-05-072145878
Value of plan covered by a fidelity bond2025-05-07300000
Participant contributions to plan in this plan year2025-05-07158722
Other income to plan in this plan year2025-05-07280840
Plan net income in this plan year2025-05-07495009
Net assets as of the end of the plan year2025-05-072640887
Net assets as of the beginning of the plan year2025-05-072145878
Employer contributions to plan in this plan year2025-05-0780624
Fees paid to broker by Benefit Provider2025-05-079632
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-0725177
2024 : SMITH & SMITH CPA P.C. 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-05-0219404
Net assets as of the end of the plan year2024-05-022145878
Total assets as of the beginning of the plan year2024-05-021623571
Value of plan covered by a fidelity bond2024-05-02300000
Participant contributions to plan in this plan year2024-05-02151797
Other income to plan in this plan year2024-05-02310305
Plan net income in this plan year2024-05-02522307
Net assets as of the end of the plan year2024-05-022145878
Net assets as of the beginning of the plan year2024-05-021623571
Employer contributions to plan in this plan year2024-05-0279609
Fees paid to broker by Benefit Provider2024-05-027376
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-0219404

Potentially related plans

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