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BEERY & SPURLOCK CO., L.P.A. — BEERY & SPURLOCK CO., L.P.A. RESTATED EMPLOYEES 401(K) PROFIT SHARING PLAN AND TRUST AGREEMENT, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251015190552NAL0002796963001
BEERY & SPURLOCK CO., L.P.A.
Form 5500-SF
FILING_RECEIVED
BEERY & SPURLOCK CO., L.P.A. RESTATED EMPLOYEES 401(K) PROFIT SHARING PLAN AND TRUST AGREEMENT
401(k) retirement plan
Active participants
3
Accounts w/ balance
2
Plan assets (EOY)
$2.7M
Net assets (EOY)
$2.7M
Plan health score (directional)
86
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
BEERY & SPURLOCK CO., L.P.A.
.
Find decision makers
Plan sponsor
Name
BEERY & SPURLOCK CO., L.P.A.
EIN
31-0808723
Address
5025 ARLINGTON CENTRE BLVD., SUITE · COLUMBUS, OH · 43220
Phone
(614) 228-8575
Industry
Law Offices
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2H · Partial participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Welfare benefit codes
4B · Life Insurance
Service providers (Schedule C)
Small plans don't disclose service providers
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Knocking points off
67% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
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Trustee / custodian
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Trustee phone
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