Original filing (PDF)20250505113839NAL0007839969001

DRS. CLACK, SPENCER, WHITE & MCCORMACK, P.A.

Name: DRS. CLACK, SPENCER, WHITE & MCCORMACK, P.A. — DRS. CLACK, SPENCER, WHITE & MCCORMACK, P. A. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: DRS. CLACK, SPENCER, WHITE & MCCORMACK, P.A.

Form 5500-SF

FILING_RECEIVED

DRS. CLACK, SPENCER, WHITE & MCCORMACK, P. A. 401(K) PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

101

Plan assets (EOY)

$12.8M

Net assets (EOY)

$12.8M

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

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DRS. CLACK, SPENCER, WHITE & MCCORMACK, P.A..

Plan sponsor

Name

DRS. CLACK, SPENCER, WHITE & MCCORMACK, P.A.

EIN

59-1614252

Address

2001 WEBBER STREET · SARASOTA, FL · 34239

Phone

(941) 362-8900

Industry

Offices of Physicians· Health Care & Social Assistancesee 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

2025-05-05

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

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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