Stable plan record

WM SMITH & CO. 401(K) PLAN

Sponsored by WM SMITH & CO. · EIN/PN 841204416-002

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$590
Administrative cost per participant
2025
$3,153
Active participants
2025
2
Total plan assets
2025
$46,629
Participant loans as a share of assets
2025
79.5%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260624203013NAL00141653140012$590
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.