Retirement plan

SMOKO, INC. RETIREMENT PLAN

Name: SMOKO, INC. - SMOKO, INC. RETIREMENT PLAN (2025) Form 5500
Creator: SMOKO, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SMOKO, INC. RETIREMENT PLAN, SMOKO, INC.

SMOKO, INC.EIN 43-3342086Plan #001PY 2025

2407 CHICO AVE., STE. F - S. EL MONTE, CA 91733626-872-2699LinkedIn11-50 employeesretail

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$589K

+36.0% from 2024

Total participants

+8.3% from 2024

Average account balance

$45,299

+25.6% from 2024

Annual return

14.95%

+4.26 pp from 2024

Benchmarks

See 2,151 peers

Peer group

Industry45 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort2,151 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$589K

Not enough data

1 years with asset history on file

Average account balance

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

$45K

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.

325.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$93K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$23K

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

+14.95%

Not enough data

1 years with return on file

Admin fee / account holder

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

$143

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$2K

$465 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.316%

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

$45,299

$177,353-74.5%

$158,226-71.4%

$198,609-77.2%

Participation rate

100.0%

77.0%+23.0pp

74.8%+25.2pp

82.4%+17.6pp

Annual return

14.95%

599.50%-584.6pp

501.41%-486.5pp

202.70%-187.7pp

Employer contribution / active EE

$9,769

$3,239+201.6%

$2,986+227.2%

$5,055+93.2%

Participant deferral / active EE

$13,499

$4,615+192.5%

$4,317+212.7%

$6,977+93.5%

Admin fee / account holder

$143

$10,960-98.7%

$10,217-98.6%

$19,030-99.2%

SMOKO, INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SMOKO, INC. RETIREMENT PLAN

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