Original filing (PDF)20250717141753NAL0000745106001

SPOTT, LUCEY & WALL, INC. CPAS

Name: SPOTT, LUCEY & WALL, INC. CPAS — SPOTT, LUCEY & WALL, INC. CPA'S 401(K) PLAN, Form 5500 (2024)
Creator: SPOTT, LUCEY & WALL, INC. CPAS

Form 5500-SF

FILING_RECEIVED

SPOTT, LUCEY & WALL, INC. CPA'S 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$10.7M

Net assets (EOY)

$10.7M

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 SPOTT, LUCEY & WALL, INC. CPAS.

Plan sponsor

Name

SPOTT, LUCEY & WALL, INC. CPAS

EIN

94-3172219

Address

601 MONTGOMERY STREET, SUITE 1400 · SAN FRANCISCO, CA · 94111

Phone

(415) 217-6900

Industry

CPA Offices· 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

2025-07-17

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

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

2A · Age/service weighted or new comparability

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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