Original filing (PDF)20250721112147NAL0000547011001

SPOONER & ASSOCIATES, INC.

Name: SPOONER & ASSOCIATES, INC. — SPOONER & ASSOCIATES 401(K) PLAN, Form 5500 (2024)
Creator: SPOONER & ASSOCIATES, INC.

Form 5500-SF

FILING_RECEIVED

SPOONER & ASSOCIATES 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$487K

Net assets (EOY)

$487K

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

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 SPOONER & ASSOCIATES, INC..

Plan sponsor

Name

SPOONER & ASSOCIATES, INC.

EIN

75-2368390

Address

309 N. BYERS ST. SUITE 100 · EULESS, TX · 76039

Phone

(817) 685-8448

Industry

Professional & Technical Servicessee 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

2025-07-21

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

ARRB GROUP, INC.

ARRB GROUP, INC. 401(K) PLAN

$484K · 20 participants

ENVIRONMENTAL SCIENCE SERVICES, INC.

ENVIRONMENTAL SCIENCE SERVICES, INC 401 (K) PLAN

$484K · 18 participants

T & M SURVEYING, INC.

T & M SURVEYING, INC. 401(K) PROFIT SHARING PLAN

$479K · 6 participants

NYLANDER ENGINEERING, INC.

NYLANDER ENGINEERING, INC. 401(K) PLAN

$498K · 22 participants

BOGGS SURVEYING, INC.

BOGGS SURVEYING, INC. 401(K) PLAN & TRUST