How big is Barolin & Spencer, Inc.'s plan?

Barolin & Spencer, Inc.'s plan reported $2.3M in assets and 7 participants for 2024.

Original filing (PDF)20250922085720NAL0005797456001

Barolin & Spencer, Inc.

Name: Barolin & Spencer, Inc. — Barolin & Spencer, Inc., Form 5500 (2024)
Creator: Barolin & Spencer, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Barolin & Spencer, Inc. Profit Sharing Plan

Defined-contribution retirement plan · Barolin & Spencer, Inc.'s Barolin & Spencer, Inc. Profit Sharing Plan held $2.3M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

People on this filing

Susan Spencer signed Barolin & Spencer, Inc.'s 2024 Form 5500 as plan administrator.

Susan 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

Barolin & Spencer, Inc.'s EIN is 22-3429192.

EIN 22-3429192

Plan number 001

Plan year 2024

ACK ID 20250922085720NAL0005797456001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Barolin & Spencer, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Barolin & Spencer, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

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

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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