SMITH & COMPANY CPA'S 401(K) PLAN 401k Plan overview

SMITH & COMPANY CPA'S 401(K) PLAN Benefits

401k Sponsoring company profile

Company Name:	SMITH AND COMPANY CPAS
Employer identification number (EIN):	900249216
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	JAMES SMITH	2024-09-03	JAMES SMITH	2024-09-03
001	2022-01-01	JAMES SMITH	2023-06-30	JAMES SMITH	2023-06-30
001	2021-01-01	JAMES SMITH	2022-06-09	JAMES SMITH	2022-06-09
001	2020-01-01	JAMES SMITH	2021-07-14	JAMES SMITH	2021-07-14
001	2019-01-01	JAMES SMITH	2020-07-29	JAMES SMITH	2020-07-29
001	2018-01-01	JAMES SMITH	2019-02-15	JAMES SMITH	2019-02-15
001	2017-01-01	JAMES SMITH	2018-07-11	JAMES SMITH	2018-07-11
001	2016-01-01	JAMES SMITH	2017-09-29	JAMES SMITH	2017-09-29
001	2015-01-01	JAMES SMITH	2016-05-20	JAMES SMITH	2016-05-20
001	2014-01-01	JAMES SMITH	2015-10-12	JAMES SMITH	2015-10-12
001	2013-01-01	JAMES SMITH	2014-10-07	JAMES SMITH	2014-10-07
001	2012-01-01	JAMES SMITH	2013-07-29	JAMES SMITH	2013-07-29
001	2011-01-01	JAMES SMITH	2012-07-23	JAMES SMITH	2012-07-23
001	2010-01-01	JAMES SMITH	2011-07-22	JAMES SMITH	2011-07-22

Plan Statistics for SMITH & COMPANY CPA'S 401(K) PLAN

Measure	Date	Value
2025: SMITH & COMPANY CPA'S 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-09-11	5
Total number of particpants at end of year	2025-09-11	6
Number of Participants With Account Balances	2025-09-11	5
2024: SMITH & COMPANY CPA'S 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-09-03	6
Total number of particpants at end of year	2024-09-03	5
Number of Participants With Account Balances	2024-09-03	5
2022: SMITH & COMPANY CPA'S 401(K) PLAN 2022 401k membership
Total number of particpants at beginning of year	2022-06-09	5
Total number of particpants at end of year	2022-06-09	4
Number of Participants With Account Balances	2022-06-09	4

Financial Data on SMITH & COMPANY CPA'S 401(K) PLAN

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