MODERN FINANCIAL PLANNING LLC DBA PERK PLANNING
EIN 27-2221067MADISON, WI
MODERN FINANCIAL PLANNING LLC DBA PERK PLANNING (EIN 27-2221067) has filed 1 Form 5500 plan with the U.S. Department of Labor, covering $163K in plan assets and 3 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
Plans filed
1
Participants
3
Total assets
$163K
A MODERN FINANCIAL PLANNING LLC DBA PERK PLANNING employee? See the MODERN FINANCIAL PLANNING LLC DBA PERK PLANNING 401(k) plan — assets, recordkeeper, and how to find and check your account.
Form 5500 plans filed under EIN 27-2221067
Form 5500 search →| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| PERK PLANNING 401(K) PLAN | 001 | 3 | $163K |
About this EIN
27-2221067 is the Employer Identification Number (EIN) MODERN FINANCIAL PLANNING LLC DBA PERK PLANNING 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 Wisconsin EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?