· 2022–2024 · DOL EFAST2

Allan M. Spiegel, M.D., P.A. — Allan M. Spiegel, M., Form 5500 (2024)

Original filing (PDF)20250428121116NAL0008019059001

Allan M. Spiegel, M.D., P.A.

Form 5500-SF

FILING_RECEIVED

Allan M. Spiegel, M. D. , P. A. Profit Sharing Plan

Defined-contribution retirement plan · Allan M. Spiegel, M.D., P.A.'s Allan M. Spiegel, M. D. , P. A. Profit Sharing Plan held $333K in plan assets for 13 participants in 2024.

Active participants

13

Accounts w/ balance

15

Plan assets (EOY)

$333K

Net assets (EOY)

$333K

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

71

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ALLAN M. SPIEGEL, M.D., P.A..

Plan sponsor

Name

ALLAN M. SPIEGEL, M.D., P.A.

EIN

59-2712083all filings

Address

31608 US HIGHWAY 19 N. · PALM HARBOR, FL · 34684

Phone

(727) 787-7077

Industry

Offices of Physicians· Health Care & Social Assistance

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

2025-04-28

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

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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