Original filing (PDF)20251010112902NAL0007612993001

SPATOLA & ASSOCIATES INC.

Name: SPATOLA & ASSOCIATES INC. — SPATOLA & ASSOCIATES INC. 401(K) PLAN, Form 5500 (2024)
Creator: SPATOLA & ASSOCIATES INC.

Form 5500-SF

FILING_RECEIVED

SPATOLA & ASSOCIATES INC. 401(K) PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$82K

Net assets (EOY)

$82K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SPATOLA & ASSOCIATES INC..

Plan sponsor

Name

SPATOLA & ASSOCIATES INC.

EIN

05-0586951

Address

600 JOHNSON AVE STE C11 · BOHEMIA, NY · 11716

Phone

(631) 383-4222

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-10

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2H · Partial participant-directed accounts

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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