Lifeplan Tax and Insurance Group, Inc. 401(k) Plan

The Lifeplan Tax and Insurance Group, Inc. 401(k) on its latest Form 5500

Lifeplan Tax and Insurance Group, Inc. (EIN 27-3753174) reports LIFEPLAN GROUP 401(K) PLAN on its most recent Form 5500, with $1.3M in plan assets across 8 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.

See the full Lifeplan Tax and Insurance Group, Inc. filing — schedules, fees, and providers.

Who runs the Lifeplan Tax and Insurance Group, Inc. 401(k)?

Lifeplan Tax and Insurance Group, Inc.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Lifeplan Tax and Insurance Group, Inc.HR for the recordkeeper’s name and login.

How to check your Lifeplan Tax and Insurance Group, Inc. 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Lifeplan Tax and Insurance Group, Inc. HR or benefits for the recordkeeper name and enrollment link.
• Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).