SMITH AND COMPANY LLC 401(K) PROFIT SHARING PLAN & TRUST

[ EIN: 02-0720288 | Plan No. 001 ]

The SMITH AND COMPANY LLC 401(K) PROFIT SHARING PLAN & TRUST plan, sponsored by SMITH AND COMPANY LLC, is listed in Form 5500 data as a 401(k) plan. The filing reports 15 participants and total assets of $1,866,329 for plan year 2024.

These filings allow insight into employer-sponsored plan structure, participation levels, and financial data.

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Plan Sponsor: SMITH AND COMPANY LLC

Location: PO BOX 1080, SIMI VALLEY, CA 93062

EIN: 020720288

Plan Number: 001

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 15

Total Assets: $1,866,329

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