· 2022–2024 · DOL EFAST2

SPANGENBERG, SHIBLEY & LIBER, LLP — SPANGENBERG, SHIBLEY, & LIBER, LLP 401K PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20250613070208NAL0013453235001

SPANGENBERG, SHIBLEY & LIBER, LLP

Form 5500-SF

FILING_RECEIVED

SPANGENBERG, SHIBLEY, & LIBER, LLP 401K PROFIT SHARING PLAN

401(k) retirement plan

Active participants

21

Accounts w/ balance

20

Plan assets (EOY)

$13.1M

Net assets (EOY)

$13.1M

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

60

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (9th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (87th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SPANGENBERG, SHIBLEY & LIBER, LLP.

Plan sponsor

Name

SPANGENBERG, SHIBLEY & LIBER, LLP

EIN

34-0663325

Address

1001 LAKESIDE AVE · SUITE 1700 · CLEVELAND, OH · 44114

Phone

(216) 696-3232

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-13

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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