How big is Sandra Spencer, CPA's plan?

Sandra Spencer, CPA's plan reported $2.6M in assets and 5 participants for 2024.

Original filing (PDF)20250602143219NAL0006634899001

Sandra Spencer, CPA

Name: Sandra Spencer, CPA — Sandra Spencer, CPA 401(k), Form 5500 (2024)
Creator: Sandra Spencer, CPA
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sandra Spencer, CPA 401(k) Profit Sharing Plan

401(k) retirement plan · Sandra Spencer, CPA's Sandra Spencer, CPA 401(k) Profit Sharing Plan held $2.6M in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

People on this filing

Sandra Spencer, CPA signed Sandra Spencer, CPA's 2024 Form 5500 as plan administrator.

Sandra Spencer, CPA — 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

Sandra Spencer, CPA's EIN is 74-3026692.

EIN 74-3026692

Plan number 003

Plan year 2024

ACK ID 20250602143219NAL0006634899001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Sandra Spencer, CPA's plan includes profit-sharing, ERISA 404(c) participant direction, 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 SANDRA SPENCER, CPA.

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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