Original filing (PDF)20260109101009NAL0009943729001

ALEXANDER, DEGANCE & BARNETT, P.A.

Name: ALEXANDER, DEGANCE & BARNETT, P.A. — ALEXANDER, DEGANCE & BARNETT, P.A. RETIREMENT PLAN AND TRUST, Form 5500 (2024)
Creator: ALEXANDER, DEGANCE & BARNETT, P.A.

Form 5500-SF

FILING_RECEIVED

ALEXANDER, DEGANCE & BARNETT, P.A. RETIREMENT PLAN AND TRUST

401(k) retirement plan

Signals · 1

Late filing · 1.8 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.6M

Net assets (EOY)

$4.6M

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

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALEXANDER, DEGANCE & BARNETT, P.A..

Plan sponsor

Name

ALEXANDER, DEGANCE & BARNETT, P.A.

EIN

27-2064213

Address

1500 RIVERSIDE AVENUE · JACKSONVILLE, FL · 32204

Phone

(904) 345-3278

Industry

Agriculture, Forestry, Fishing, Huntingsee 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

2026-01-09

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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