How big is Spencer Heating & Air, LLC's plan?

Spencer Heating & Air, LLC's plan reported $777K in assets and 18 participants for 2024.

Original filing (PDF)20250722111128NAL0001172083001

Spencer Heating & Air, LLC

Name: Spencer Heating & Air, LLC — Spencer Heating & Air, Form 5500 (2024)
Creator: Spencer Heating & Air, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Spencer Heating & Air 401(k) Plan

401(k) retirement plan · Spencer Heating & Air, LLC's Spencer Heating & Air 401(k) Plan held $777K in plan assets for 18 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$777K

Net assets (EOY)

$777K

People on this filing

David Simpson signed Spencer Heating & Air, LLC's 2024 Form 5500 as plan administrator.

David Simpson — 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 Heating & Air, LLC's EIN is 46-2718720.

EIN 46-2718720

Plan number 001

Plan year 2024

ACK ID 20250722111128NAL0001172083001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Spencer Heating & Air, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Spencer Heating & Air, LLC's plan includes profit-sharing, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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

Knocking points off