The Smith Law Firm 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: The Smith Law Firm
  • Sponsor EIN: 650800011
  • Sponsor Address: P. O. BOX 1456, KEY WEST, FL, 330411456
  • Plan Type: 401(k)
  • Total Participants: 4
  • Total Assets: $601,635

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20244$601,635$19,581$47,264
20234$504,328$20,142$50,038
20225$338,631$18,696$42,697

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