Original filing (PDF)20241011213513NAL0022713105001

Plan-IT Marketing Intelligence, Inc.

Name: Plan-IT Marketing Intelligence, Inc. — Plan-IT, Form 5500 (2023)
Creator: Plan-IT Marketing Intelligence, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Plan-IT Marketing Intelligence, Inc. Profit Sharing Plan

401(k) retirement plan · Plan-IT Marketing Intelligence, Inc.'s Plan-IT Marketing Intelligence, Inc. Profit Sharing Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

Plan-IT Marketing Intelligence, Inc.'s EIN is 04-3325168.

EIN 04-3325168

Plan number 002

Plan year 2023

ACK ID 20241011213513NAL0022713105001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Plan-IT Marketing Intelligence, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Plan-IT Marketing Intelligence, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PLAN-IT MARKETING INTELLIGENCE, INC.

Finding similar companies…

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

100

Helping the score