Original filing (PDF)20250617151606NAL0004506018002

ALAN G. SPOON

Name: ALAN G. SPOON — ALAN G. SPOON MONEY PURCHASE PLAN PART QRP, Form 5500 (2024)
Creator: ALAN G. SPOON

Form 5500-SF

FILING_RECEIVED

ALAN G. SPOON MONEY PURCHASE PLAN PART QRP

Defined-contribution retirement plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$518K

Net assets (EOY)

$518K

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ALAN G. SPOON.

Plan sponsor

Name

ALAN G. SPOON

EIN

52-2281210all filings

Address

1281 GULF OF MEXICO DRIVE, #1102 · LONGBOAT KEY, FL · 34228

Phone

(781) 466-8448

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

2025-06-17

Pension benefit codes

2C · Money purchase (other than target benefit)

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

Small plans don't disclose service providers

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