Smith Pauley LLP 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Smith Pauley LLP
  • Sponsor EIN: 470795114
  • Sponsor Address: 3555 FARNAM STREET, OMAHA, NE, 68131
  • Plan Type: 401(k)
  • Total Participants: 41
  • Total Assets: $3.8M

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: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202441$3.8M$129,653$190,239
202353$4.5M$93,413$190,240
202215$4.1M$33,818$53,414

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