How big is Spear Wilderman's plan?

Spear Wilderman's plan reported $9.7M in assets and 32 participants for 2023.

Original filing (PDF)20240828094630NAL0012001825001

Spear Wilderman

Name: Spear Wilderman — Spear Wilderman, PC 401(k), Form 5500 (2023)
Creator: Spear Wilderman
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Spear Wilderman, PC 401(k) Nonunion Profit Sharing Plan

401(k) retirement plan · Spear Wilderman's Spear Wilderman, PC 401(k) Nonunion Profit Sharing Plan held $9.7M in plan assets for 32 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$9.7M

Net assets (EOY)

$9.7M

People on this filing

Samuel Spear signed Spear Wilderman's 2023 Form 5500 as plan administrator.

Samuel Spear — Plan Administrator — Form 5500 signer
Denise Miller — Employer / Plan Sponsor — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Spear Wilderman's EIN is 23-2749511.

EIN 23-2749511

Plan number 001

Plan year 2023

ACK ID 20240828094630NAL0012001825001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Spear Wilderman from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Spear Wilderman's plan includes profit-sharing, a 401(k) feature, 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 SPEAR WILDERMAN.

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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