How big is Kellen A. Spivey Dental Services, LLC's plan?

Kellen A. Spivey Dental Services, LLC's plan reported $830K in assets and 9 participants for 2024.

Original filing (PDF)20250611074445NAL0012096771001

Kellen A. Spivey Dental Services, LLC

Name: Kellen A. Spivey Dental Services, LLC — Spivey Famil, Form 5500 (2024)
Creator: Kellen A. Spivey Dental Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Spivey Family Dentistry 401(k) Plan

401(k) retirement plan · Kellen A. Spivey Dental Services, LLC's Spivey Family Dentistry 401(k) Plan held $830K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$830K

Net assets (EOY)

$830K

People on this filing

Kellen Spivey signed Kellen A. Spivey Dental Services, LLC's 2024 Form 5500 as plan administrator.

Kellen Spivey — 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

Kellen A. Spivey Dental Services, LLC's EIN is 80-0433850.

EIN 80-0433850

Plan number 001

Plan year 2024

ACK ID 20250611074445NAL0012096771001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Kellen A. Spivey Dental Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Kellen A. Spivey Dental Services, LLC'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 KELLEN A. SPIVEY DENTAL SERVICES, LLC.

Finding similar companies…

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