Original filing (PDF)20250930141914NAL0011780289001

The Eckroth Planning Group, Inc.

Name: The Eckroth Planning Group, Inc. — The Eckroth, Form 5500 (2024)
Creator: The Eckroth Planning Group, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Eckroth Planning Group, Inc. Cash Balance Pension Plan & Trust

Defined-benefit pension plan · The Eckroth Planning Group, Inc.'s The Eckroth Planning Group, Inc. Cash Balance Pension Plan & Trust filed a Form 5500 for plan year 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

The Eckroth Planning Group, Inc.'s EIN is 01-0603882.

EIN 01-0603882

Plan number 002

Plan year 2024

ACK ID 20250930141914NAL0011780289001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Eckroth Planning Group, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Eckroth Planning Group, Inc.'s plan includes a defined-benefit pension formula, a cash-balance formula, a frozen benefit (no new accruals).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE ECKROTH PLANNING GROUP, INC..

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off

Plan is frozen (1I) — no new benefit accrual.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

THE ECKROTH PLANNING GROUP, INC.

EIN

all filings

Address

2150 GULF SHORE BLVD NORTH, SUITE 7 · NAPLES, FL · 34102

Phone

(312) 266-8300

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-30

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

1I · Frozen plan — no new benefit accrual

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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