Smith & Downey, P.A. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Smith & Downey, P.A.
  • Sponsor EIN: 521839270
  • Sponsor Address: 320 E. TOWSONTOWNE BOULEVARD, BALTIMORE, MD, 21286
  • Plan Type: 401(k)
  • Total Participants: 26
  • Total Assets: $15.1M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202426$15.1M$363,972$322,872
202324$14.3M$348,171$305,326
202223$11.5M$315,693$312,045

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