Smith Real Estate Investments INC 401(k) Plan

Form 5500 filing data for plan year 2023.

Plan Snapshot

  • Plan Sponsor: Smith Real Estate Investments INC
  • Sponsor EIN: 932739786
  • Sponsor Address: 169 FOX LN, CALIMESA, CA, 923202086
  • Plan Type: 401(k)
  • Plan Number: 001
  • Total Participants: 1
  • Total Assets: $230,160

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20231$230,160$0$0

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