OpenERISA

Smith Marion & Co., INC.

Redlands, CA, 92374

EIN 83-1445511
Plans
1
Total participants
154
Filing years
2024, 2023, 2022, 2021, 2020
NAICS
541211

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500-SF001Smith Marion & Co 401(K) Profit Sharing Plan38
2023Form 5500-SF001Smith Marion & Co 401(K) Profit Sharing Plan33
2022Form 5500-SF001Smith Marion & Co 401(K) Profit Sharing Plan28
2021Form 5500-SF001Smith Marion & Co 401(K) Profit Sharing Plan28
2020Form 5500-SF001Smith Marion & Co 401(K) Profit Sharing Plan27

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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