Original filing (PDF)20250424151858NAL0007348033001

SPIVEY LAW FIRM, PERSONAL INJURY ATTORNEYS, P.A.

Name: SPIVEY LAW FIRM, PERSONAL INJURY ATTORNEYS, P.A. — SPIVEY LAW FIRM 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: SPIVEY LAW FIRM, PERSONAL INJURY ATTORNEYS, P.A.

Form 5500-SF

FILING_RECEIVED

SPIVEY LAW FIRM 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (87th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SPIVEY LAW FIRM, PERSONAL INJURY ATTORNEYS, P.A..

Plan sponsor

Name

SPIVEY LAW FIRM, PERSONAL INJURY ATTORNEYS, P.A.

EIN

26-1756044

Address

13400 PARKER COMMONS BLVD. · FORT MYERS, FL · 33912

Phone

(239) 337-7483

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator