Original filing (PDF)20241203130959NAL0003847728001

JOHN SPENCE, INC.

Name: JOHN SPENCE, INC. — JOHN SPENCE, INC. 401(K) PLAN AND TRUST, Form 5500 (2023)
Creator: JOHN SPENCE, INC.

Form 5500-SF

FILING_RECEIVED

JOHN SPENCE, INC. 401(K) PLAN AND TRUST

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$558K

Net assets (EOY)

$558K

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JOHN SPENCE, INC..

Plan sponsor

Name

JOHN SPENCE, INC.

EIN

22-3104121

Address

16 MONROE STREET · RAMSEY, NJ · 07446

Phone

(201) 240-7515

Industry

Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-03-01

Tax period

2024-02-29

Filed

2024-12-03

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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