How big is Spinelli CPA PC's plan?

Spinelli CPA PC's plan reported $2.2M in assets and 12 participants for 2024.

Original filing (PDF)20250725093312NAL0006439297001

Spinelli CPA PC

Name: Spinelli CPA PC — Spinelli CPA PC 401(k) Profit, Form 5500 (2024)
Creator: Spinelli CPA PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Spinelli CPA PC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Spinelli CPA PC's Spinelli CPA PC 401(k) Profit Sharing Plan & Trust held $2.2M in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

People on this filing

Karen J Spinelli signed Spinelli CPA PC's 2024 Form 5500 as plan administrator.

Karen J Spinelli — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Spinelli CPA PC's EIN is 82-5448715.

EIN 82-5448715

Plan number 001

Plan year 2024

ACK ID 20250725093312NAL0006439297001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Spinelli CPA PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Spinelli CPA PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SPINELLI CPA PC.

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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