How big is Spencer, Spencer & Kerby, PLLC's plan?

Spencer, Spencer & Kerby, PLLC's plan reported $3.3M in assets and 15 participants for 2024.

Original filing (PDF)20250723123343NAL0005341696001

Spencer, Spencer & Kerby, PLLC

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

Form 5500-SF

FILING_RECEIVED

Spencer, Spencer & Kerby Retirement Plan & Trust

401(k) retirement plan · Spencer, Spencer & Kerby, PLLC's Spencer, Spencer & Kerby Retirement Plan & Trust held $3.3M in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

People on this filing

J. Clint Spencer, D.D.S. signed Spencer, Spencer & Kerby, PLLC's 2024 Form 5500 as plan administrator.

J. Clint Spencer, D.D.S. — 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, Spencer & Kerby, PLLC's EIN is 47-2572015.

EIN 47-2572015

Plan number 001

Plan year 2024

ACK ID 20250723123343NAL0005341696001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Spencer, Spencer & Kerby, PLLC'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 SPENCER, SPENCER & KERBY, PLLC.

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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