Original filing (PDF)20250721082621NAL0003091618001

ROBERT J. WATSON, P.A.

Name: ROBERT J. WATSON, P.A. — ROBERT J. WATSON, P.A. 401(K) TRUST, Form 5500 (2024)
Creator: ROBERT J. WATSON, P.A.

Form 5500-SF

FILING_RECEIVED

ROBERT J. WATSON, P.A. 401(K) TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

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 ROBERT J. WATSON, P.A..

Plan sponsor

Name

ROBERT J. WATSON, P.A.

EIN

59-2667091

Address

3601 SE OCEAN BLVD. · SUITE 4 · STUART, FL · 34996

Phone

(772) 288-1880

Industry

Law Offices· 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

2025-07-21

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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