How big is Carter & Sparlin, P.C.'s plan?

Carter & Sparlin, P.C.'s plan reported $2.4M in assets and 4 participants for 2024.

Original filing (PDF)20250725133835NAL0003205891001

Carter & Sparlin, P.C.

Name: Carter & Sparlin, P.C. — Carter & Sparlin, P.C., Form 5500 (2024)
Creator: Carter & Sparlin, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Carter & Sparlin, P.C. Profit Sharing Plan

Defined-contribution retirement plan · Carter & Sparlin, P.C.'s Carter & Sparlin, P.C. Profit Sharing Plan held $2.4M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

Plan identifiers

Carter & Sparlin, P.C.'s EIN is 43-1628045.

EIN 43-1628045

Plan number 001

Plan year 2024

ACK ID 20250725133835NAL0003205891001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Carter & Sparlin, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Carter & Sparlin, P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CARTER & SPARLIN, P.C..

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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 (94th percentile).

Plan sponsor

Name

CARTER & SPARLIN, P.C.

EIN

all filings

Address

320 W.4TH STREET · JOPLIN, MO · 648021626

Phone

(417) 623-1515

Industry

Law Offices· Professional & Technical Services

Plan administrator