How big is Spencer & Hodges Orthodontics PLLC's plan?

Spencer & Hodges Orthodontics PLLC's plan reported $1.8M in assets and 22 participants for 2022.

Original filing (PDF)20230607150939NAL0020077267001

Spencer & Hodges Orthodontics PLLC

Name: Spencer & Hodges Orthodontics PLLC — Hodges, Spencer, Form 5500 (2022)
Creator: Spencer & Hodges Orthodontics PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Hodges, Spencer and Capps Orthodontics Retirement Plan & Trust

401(k) retirement plan · Spencer & Hodges Orthodontics PLLC's Hodges, Spencer and Capps Orthodontics Retirement Plan & Trust held $1.8M in plan assets for 22 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

Dr. Clayton Spencer signed Spencer & Hodges Orthodontics PLLC's 2022 Form 5500 as plan administrator.

Dr. Clayton 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

Spencer & Hodges Orthodontics PLLC's EIN is 27-3009396.

EIN 27-3009396

Plan number 001

Plan year 2022

ACK ID 20230607150939NAL0020077267001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Spencer & Hodges Orthodontics PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Spencer & Hodges Orthodontics PLLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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

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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