Essential Planning, LLC (EIN 02-0488298) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $3.9M in plan assets and 13 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Essential Planning, LLC 401(k) Plan | 001 | 8 | $2.6M |
| Essential Planning, LLC Cash Balance Pension Plan and Trust | 002 | 5 | $1.3M |
02-0488298 is the Employer Identification Number (EIN) Essential Planning, LLC reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on New Hampshire EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
