Smith, Sawyer, and Smith 401(k) Profit Sharing Retirement Plan

Compiled by PlainRetire Editorial, Retirement Plans Editorial Team

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

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Sponsored by The Smith Sawyer Smith Agency, LLC · Indiana · Finance & Insurance

What the 2023 filing shows

Smith, Sawyer, and Smith 401(k) Profit Sharing Retirement Plan holds N/A for 21 participants.

N/A
total plan assets (2022 EOY): 21
covered participants

Total Assets (2023)

N/A

Participants

State

Indiana

Industry

Finance & Insurance

What the Filing Says About Smith, Sawyer, and Smith 401(k) Profit Sharing Retirement Plan

Smith, Sawyer, and Smith 401(k) Profit Sharing Retirement Plan is a 401(k) retirement plan sponsored by The Smith Sawyer Smith Agency, LLC, headquartered in Indiana. As of the 2022 Form 5500 filing, the plan reports N/A in total end-of-year assets and covers 21 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 822689207, and the plan has been effective since 1971-12-31. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from N/A at the beginning of 2022 to N/A at year-end. Net assets (after liabilities) closed the year at N/A. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)	N/A
Total Assets (End of Year)	N/A
Net Assets (End of Year)	N/A
Plan Type	401(k)
Employer EIN	822689207
Plan Effective Date	1971-12-31
Filing Status	FILING RECEIVED

Sponsor Plan History (The Smith Sawyer Smith Agency, LLC)

Year	Plans	Participants	Total Assets
2022	1	21	N/A
2023	1	22	N/A
2024	1	22	N/A

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Related Data

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Frequently Asked Questions

How much money is in the Smith, Sawyer, and Smith 401(k) Profit Sharing Retirement Plan? ▼

As of the 2022 Form 5500 filing, Smith, Sawyer, and Smith 401(k) Profit Sharing Retirement Plan holds N/A in total assets with 21 participants. It is sponsored by The Smith Sawyer Smith Agency, LLC.

What type of plan is Smith, Sawyer, and Smith 401(k) Profit Sharing Retirement Plan? ▼

Smith, Sawyer, and Smith 401(k) Profit Sharing Retirement Plan is a 401(k) plan. It has been effective since 1971-12-31. The plan is filed with the U.S. Department of Labor under EIN 822689207.

Who sponsors the Smith, Sawyer, and Smith 401(k) Profit Sharing Retirement Plan? ▼

Smith, Sawyer, and Smith 401(k) Profit Sharing Retirement Plan is sponsored by The Smith Sawyer Smith Agency, LLC, located in Indiana. The sponsor's EIN is 822689207 and the plan operates in the Finance & Insurance industry.

How did Smith, Sawyer, and Smith 401(k) Profit Sharing Retirement Plan perform in 2022? ▼

Smith, Sawyer, and Smith 401(k) Profit Sharing Retirement Plan held N/A in total assets at the end of 2022.

Where can I find official filings for Smith, Sawyer, and Smith 401(k) Profit Sharing Retirement Plan? ▼

Official Form 5500 filings for Smith, Sawyer, and Smith 401(k) Profit Sharing Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 822689207 or plan name at efast.dol.gov.

How does Smith, Sawyer, and Smith 401(k) Profit Sharing Retirement Plan compare to other plans? ▼

You can compare Smith, Sawyer, and Smith 401(k) Profit Sharing Retirement Plan against other 401(k) plans on the plan type page, or view plans in Indiana on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.