Original filing (PDF)20250522110312NAL0008168226001

BENEFITS PLANNING CORP.

Name: BENEFITS PLANNING CORP. — BENEFITS PLANNING CORP. 401(K) PLAN, Form 5500 (2024)
Creator: BENEFITS PLANNING CORP.

Form 5500-SF

FILING_RECEIVED

BENEFITS PLANNING CORP. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.8M

Net assets (EOY)

$6.8M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BENEFITS PLANNING CORP..

Plan sponsor

Name

BENEFITS PLANNING CORP.

EIN

11-2701240

Address

150 MOTOR PARKWAY · SUITE 125 · HAUPPAUGE, NY · 11788

Phone

(631) 991-6055

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-22

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

FRANCES HOLK INSURANCE COMPANY, INC

FRANCES HOLK INSURANCE COMPANY, INC. PROFIT SHARING PLAN

$6.8M · 11 participants

QUILITY HOLDING, LLC

QUILITY 401(K) RETIREMENT PLAN

$6.8M · 192 participants

S. L. NUSBAUM INSURANCE AGENCY, INC

S. L. NUSBAUM INSURANCE AGENCY 401(K) PROFIT SHARING PLAN

$6.8M · 18 participants

TSM INSURANCE & FINANCIAL SERVICES, INC.

TSM INSURANCE & FINANCIAL SERVICES, INC. PROFIT SHARING 401(K) PLAN

$6.8M · 27 participants

SOUTHERN INSURANCE UNDERWRITERS, INC.