Original filing (PDF)20250617151606NAL0004506018003

ALAN G. SPOON

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

Form 5500-SF

FILING_RECEIVED

ALAN G. SPOON PROFIT SHARING PLAN PART QRP

Defined-contribution retirement plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$659K

Net assets (EOY)

$659K

Plan health score

100

/ 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALAN G. SPOON.

Plan sponsor

Name

ALAN G. SPOON

EIN

52-2281210

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

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-17

Pension benefit codes

2E · Profit-sharing

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

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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