How big is Julie C. Spivey DMD PLLC's plan?

Julie C. Spivey DMD PLLC's plan reported $219K in assets and 7 participants for 2025.

Original filing (PDF)20260505220604NAL0001454145046

Julie C. Spivey DMD PLLC

Name: Julie C. Spivey DMD PLLC — Julie C. Spivey DMD, Form 5500 (2025)
Creator: Julie C. Spivey DMD PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Julie C. Spivey DMD 401(k) Plan

401(k) retirement plan · Julie C. Spivey DMD PLLC's Julie C. Spivey DMD 401(k) Plan held $219K in plan assets for 7 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$219K

Net assets (EOY)

$219K

Plan identifiers

Julie C. Spivey DMD PLLC's EIN is 82-1004675.

EIN 82-1004675

Plan number 001

Plan year 2025

ACK ID 20260505220604NAL0001454145046

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Julie C. Spivey DMD PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Julie C. Spivey DMD PLLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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