Retirement plan

JEREMY N SMITH 401(K)

Name: JEREMY N SMITH - JEREMY N SMITH 401(K) (2025) Form 5500
Creator: JEREMY N SMITH
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JEREMY N SMITH 401(K), JEREMY N SMITH

JEREMY N SMITHEIN 27-3454956Plan #001PY 2025

1131 JACKSON ST - MISSOULA, MT 59802406-721-1664

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$442K

+29.9% from 2024

Total participants

0.0% from 2024

Average account balance

$441,997

+29.9% from 2024

Annual return

17.48%

+5.57 pp from 2024

Benchmarks

See 2,029 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort2,029 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$442K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$442K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$42K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$42K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+17.48%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$40

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2G2J3B3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$40

$40 / participant

Other / not subdivided$40100.0%

% of EOY assets

0.009%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$441,997

$234,190+88.7%

$180,320+145.1%

$198,609+122.5%

Participation rate

100.0%

77.1%+22.9pp

71.5%+28.5pp

82.4%+17.6pp

Annual return

17.48%

1057.44%-1040.0pp

778.54%-761.1pp

202.70%-185.2pp

Employer contribution / active EE

$18,692

$5,258+255.5%

$4,108+355.1%

$5,055+269.7%

Participant deferral / active EE

$23,500

$4,988+371.1%

$4,304+446.0%

$6,977+236.8%

Admin fee / account holder

$40

$12,558-99.7%

$10,000-99.6%

$19,030-99.8%

JEREMY N SMITH 401(K)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JEREMY N SMITH 401(K)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion