How big is Kelly P Spencer PLLC's plan?

Kelly P Spencer PLLC's plan reported $9K in assets and 6 participants for 2024.

Original filing (PDF)20251229132640NAL0028546672001

Kelly P Spencer PLLC

Name: Kelly P Spencer PLLC — Kelly P Spencer PLLC CBS, Form 5500 (2024)
Creator: Kelly P Spencer PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kelly P Spencer PLLC CBS Benefit Plan

Health & welfare plan · Kelly P Spencer PLLC's Kelly P Spencer PLLC CBS Benefit Plan held $9K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$9K

Net assets (EOY)

$3K

People on this filing

Joseph HSU signed Kelly P Spencer PLLC's 2024 Form 5500 as plan administrator.

Joseph HSU — 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

Kelly P Spencer PLLC's EIN is 14-1919532.

EIN 14-1919532

Plan number 501

Plan year 2024

ACK ID 20251229132640NAL0028546672001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Kelly P Spencer PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Kelly P Spencer PLLC's plan includes health coverage.

Decision-maker contacts

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

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score