How big is Dr James E. Spencer's plan?

Dr James E. Spencer's plan reported $428K in assets for 2024.

Original filing (PDF)20250730091344NAL0005242736001

Dr James E. Spencer

Name: Dr James E. Spencer — Dr James E. Spencer Profit, Form 5500 (2024)
Creator: Dr James E. Spencer
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Dr James E. Spencer Profit Sharing Plan

Defined-contribution retirement plan · Dr James E. Spencer's Dr James E. Spencer Profit Sharing Plan reported $428K in plan assets in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$428K

Net assets (EOY)

$428K

People on this filing

James E. Spencer signed Dr James E. Spencer's 2024 Form 5500 as plan administrator.

James E. Spencer — 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

Dr James E. Spencer's EIN is 06-7540122.

EIN 06-7540122

Plan number 001

Plan year 2024

ACK ID 20250730091344NAL0005242736001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Dr James E. Spencer from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Dr James E. Spencer's plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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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