How big is Patrick Spencer DO Inc.'s plan?

Patrick Spencer DO Inc.'s plan reported $498K in assets and 5 participants for 2024.

Original filing (PDF)20250924132027NAL0017171282001

Patrick Spencer DO Inc.

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

Form 5500-SF

FILING_RECEIVED

Patrick Spencer DO Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Patrick Spencer DO Inc.'s Patrick Spencer DO Inc. 401(k) Profit Sharing Plan held $498K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$498K

Net assets (EOY)

$498K

People on this filing

Jeremy J. Schira signed Patrick Spencer DO Inc.'s 2024 Form 5500 as plan administrator.

Jeremy J. Schira — 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

Patrick Spencer DO Inc.'s EIN is 31-1814486.

EIN 31-1814486

Plan number 001

Plan year 2024

ACK ID 20250924132027NAL0017171282001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Patrick Spencer DO Inc.'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 PATRICK SPENCER DO 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Plan sponsor

Name

PATRICK SPENCER DO INC

EIN

all filings

Address

425 WEST GRAND AVENUE · SUITE 1002 · DAYTON, OH · 45405

Phone

(937) 226-7870

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator