· 2022–2024 · DOL EFAST2

FISHER SPIEGEL KUNKLE & GERBER, PC — FISHER SPIEGEL KUNKLE & GERBER, PC 401(K) RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20250724131013NAL0006048848001

FISHER SPIEGEL KUNKLE & GERBER, PC

Form 5500-SF

FILING_RECEIVED

FISHER SPIEGEL KUNKLE & GERBER, PC 401(K) RETIREMENT PLAN

401(k) retirement plan

Active participants

23

Accounts w/ balance

28

Plan assets (EOY)

$9.8M

Net assets (EOY)

$9.8M

Plan health score

93

/ 100

Grade A

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

74

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FISHER SPIEGEL KUNKLE & GERBER, PC.

Plan sponsor

Name

FISHER SPIEGEL KUNKLE & GERBER, PC

EIN

38-2771156

Address

4625 BECKLEY RD · BUILDING 400 · BATTLE CREEK, MI · 490157945

Phone

(999) 999-9999

Industry

CPA Offices· 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

2025-07-24

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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