· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
POWELL & SWANICK — STANLEY BRUCE POWELL, P.A. MONEY PURCHASE PENSION PLAN AND TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250630142106NAL0017404144001
POWELL & SWANICK
Form 5500-SF
FILING_RECEIVED
STANLEY BRUCE POWELL, P.A. MONEY PURCHASE PENSION PLAN AND TRUST
Defined-contribution retirement plan
Active participants
6
Accounts w/ balance
8
Plan assets (EOY)
$6.0M
Net assets (EOY)
$6.0M
Plan health score (directional)
89
/ 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
POWELL & SWANICK
.
Find decision makers
Plan sponsor
Name
POWELL & SWANICK
EIN
59-2149285
Address
107 PARTIN DR N · NICEVILLE, FL · 32578
Phone
(850) 678-2118
Industry
Law Offices
· Professional & Technical Services
see 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
2025-06-30
Pension benefit codes
2C · Money purchase (other than target benefit)
2E · Profit-sharing
2R · Participant-directed brokerage (SDBA)
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
Related plans
Similar-size Law Offices plans
HOLSTROM, BLOCK & PARKE, APLC
HOLSTROM, BLOCK & PARKE, APLC 401(K) PROFIT SHARING PLAN
$6.0M · 35 participants
ORSON AND BRUSINI, LTD
ORSON AND BRUSINI LTD 401(K) PROFIT SHARING PLAN
$6.0M · 25 participants
MICHAEL B. COGAN
MICHAEL B. COGAN 401(K) PROFIT SHARING PLAN
$6.0M · 1 participants
GIBBONS P.C.
GIBBONS P.C. CASH BALANCE PLAN
$6.0M · 58 participants
SONNENSCHEIN SHERMAN & DEUTSCH, LLP
SONNENSCHEIN SHERMAN & DEUTSCH, LLP PROFIT-SHARING TRUST
100
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.
$6.0M · 9 participants
LIVINGSTON, ADLER, PULDA, MEIKLEJOHN & KELLY, P.C.
LIVINGSTON, ADLER, PULDA, MEIKLEJOHN & KELLY, PC 401K PSP
$6.0M · 11 participants
Large plans in Florida
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN
$16.3B · 41,945 participants
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN MASTER TRUST
$16.2B
PUBLIX SUPER MARKETS, INC.
PUBLIX SUPER MARKETS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST
$14.3B · 156,344 participants
PWC US GROUP LLP
SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PWC
$13.2B · 49,697 participants
ADP TOTALSOURCE GROUP, INC.
ADP TOTALSOURCE RETIREMENT SAVINGS PLAN
$9.2B · 299,514 participants
PRICEWATERHOUSECOOPERS LLP
SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PRICEWATERCOOPERS LLP
$9.1B · 50,893 participants
