401(k) · DOL Form 5500 · 2024

Sales & Marketing Technologies, Ltd 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
5
Participants Small participant base
25th
Percentile by assets National rank
$259,059
Avg per participant Above avg balance/head
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Official DOL plan name: Sales & Marketing Technologies, Ltd 401(k) Plan · Sponsored by Sales & Marketing Technologies, Ltd · Florida · Professional & Technical Services

$1M in assets, 5 participants

Sales & Marketing Technologies, Ltd's Sales & Marketing Technologies, Ltd 401(k) Plan reported $1M in total assets and 5 participants in its 2024 DOL Form 5500 filing, ranking in the 25th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #4,154 in Professional & Technical Services (20,173 peers)

Sales & Marketing Technologies, Ltd multi-year trail

Sales & Marketing Technologies, Ltd's plans moved +76.3% in assets from 2022 to 2024; this filing shows Sales & Marketing Technologies, Ltd 401(k) Plan at $1M / 5 participants.

#4,154
in Professional & Technical Services (20,173 peers)
+29.7%
assets growth YoY

Sales & Marketing Technologies, Ltd 401(k) Plan among the smaller filed plans by assets

Sales & Marketing Technologies, Ltd 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$1,295,294 25th percentile higher than 25% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Sales & Marketing Technologies, Ltd 401(k) Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sales & Marketing Technologies, Ltd 401(k) Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sales & Marketing Technologies, Ltd 401(k) Plan end-of-year assets rose from $999K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Sales & Marketing Technologies, Ltd 401(k) Plan reported net income rose from $264K in the plan year 2023 filing to $296K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 593516432 · Sales & Marketing Technologies, Ltd PY 2024 · 401(k)

Sales & Marketing Technologies, Ltd 401(k) Plan · $1M · 5 · 25th

  • EOY $1M
  • EOY 5
  • EOY 25th
  • EOY 401(k)
  • EOY near Lockshield Holdings, Inc. 401(k) Plan
  • EOY ind #4154

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Professional & Technical Services retirement plans → · Plans in Florida →

Sales & Marketing Technologies, Ltd 401(k) Plan in the asset neighbourhood

Sales & Marketing Technologies, Ltd 401(k) PlanSales & Marketing Technologi…$1MLockshield Holdings, Inc. 401(k) PlanLockshield Holdings, Inc. 40…$1MLegacy Restaurant Group, L.L.C. Profit Sharing 401(k) PlanLegacy Restaurant Group, L.L…$1MThe Az Now Inc. Retirement PlanThe Az Now Inc. Retirement P…$1MSierra Nevada Photographic, Inc. 401(k) PlanSierra Nevada Photographic, …$1M
End-of-year total assets ($M) among Sales & Marketing Technologies, Ltd 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Sales & Marketing Technologies, Ltd multi-year asset trail

Sponsor-wide plan assets over time

All Sales & Marketing Technologies, Ltd plans reported in each filing year

Latest sponsor-wide plan assets
$1M 76.27268570433192% vs 2022
2024 filing year
$0.6M$0.8M$1M$1.2M$1.4M 202220232024 $0.73M $1.3M ▲ +78.1%
Year Plans Participants Total Assets
2022 1 5 $735K
2023 1 5 $999K
2024 1 5 $1M

Sales & Marketing Technologies, Ltd filing trail (2024)

Total Assets (Beginning of Year)$999K
Net Assets (End of Year)$1M
Net Income$296K
Employer EIN593516432
Plan Effective Date2003-06-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Sales & Marketing Technologies, Ltd 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Sales & Marketing Technologies, Ltd 401(k) Plan, Total assets ($B): 0.001295294 · Participants: 5Sales & Marketing Technologies, Ltd 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Sales & Marketing Technologies, Ltd 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Sales & Marketing Technologies, Ltd 401(k) Plan side-by-side with 3 peers →

Sales & Marketing Technologies, Ltd 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Lockshield Holdings, Inc. 401(k) Plan in KY ($1M); by covered participants it is Nasr Psychiatric Services 401(k) Plan in IN (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Sales & Marketing Technologies, Ltd 401(k) Plan assets move in 2024? ▼
Sales & Marketing Technologies, Ltd 401(k) Plan grew sharply - up 29.7% during 2024, from $999K to $1M. Reported net income was $296K.
How have Sales & Marketing Technologies, Ltd plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sales & Marketing Technologies, Ltd's sponsor-wide assets grew 76.3%, from $735K to $1M.
Where does Sales & Marketing Technologies, Ltd 401(k) Plan rank by assets among Form 5500 filers? ▼
Sales & Marketing Technologies, Ltd 401(k) Plan ranks in the 25th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the lower half of filed plans by assets).
Which 401(k) plans are similar in size to Sales & Marketing Technologies, Ltd 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lockshield Holdings, Inc. 401(k) Plan in KY ($1M, 5 participants).
Which 401(k) plans cover a similar participant headcount to Sales & Marketing Technologies, Ltd 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nasr Psychiatric Services 401(k) Plan in IN (5 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 593516432.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.