How big is JC Spence & Associates' plan?

JC Spence & Associates' plan reported $12K in assets and 3 participants for 2023.

Original filing (PDF)20250428155918NAL0012209313001

JC Spence & Associates

Name: JC Spence & Associates — JC Spence & Associates CBIN, Form 5500 (2023)
Creator: JC Spence & Associates
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

JC Spence & Associates CBIN Benefit Plan

Health & welfare plan · JC Spence & Associates' JC Spence & Associates CBIN Benefit Plan held $12K in plan assets for 3 participants in 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$12K

Net assets (EOY)

$4K

People on this filing

Brett Hulse signed JC Spence & Associates' 2023 Form 5500 as plan administrator.

Brett Hulse — 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

JC Spence & Associates' EIN is 35-1300005.

EIN 35-1300005

Plan number 501

Plan year 2023

ACK ID 20250428155918NAL0012209313001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for JC Spence & Associates from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

JC Spence & Associates' plan includes health coverage.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JC SPENCE & ASSOCIATES.

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score