Original filing (PDF)20250730091344NAL0005242736001

DR JAMES E. SPENCER

Name: DR JAMES E. SPENCER — DR JAMES E. SPENCER PROFIT SHARING PLAN, Form 5500 (2024)
Creator: DR JAMES E. SPENCER

Form 5500-SF

FILING_RECEIVED

DR JAMES E. SPENCER PROFIT SHARING PLAN

Defined-contribution retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$428K

Net assets (EOY)

$428K

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.
High average account balance (97th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DR JAMES E. SPENCER.

Plan sponsor

Name

DR JAMES E. SPENCER

EIN

06-7540122all filings

Address

2 BURLINGTON PLACE · WOODCLIFF, NJ · 07677

Phone

(201) 391-6598

Industry

Offices of Dentists· Health Care & Social Assistancesee 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

2025-07-30

Pension benefit codes

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

3B · Covers self-employed individuals

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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