How big is Accrued Benefits Planning, Ltd.'s plan?

Accrued Benefits Planning, Ltd.'s plan reported $19K in assets and 1 participants for 2024.

Original filing (PDF)20250425135131NAL0005521411001

Accrued Benefits Planning, Ltd.

Name: Accrued Benefits Planning, Ltd. — Accrued Benefits, Form 5500 (2024)
Creator: Accrued Benefits Planning, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Accrued Benefits Planning, Ltd. 401 (K) Profit Sharing Plan

401(k) retirement plan · Accrued Benefits Planning, Ltd.'s Accrued Benefits Planning, Ltd. 401 (K) Profit Sharing Plan held $19K in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$19K

Net assets (EOY)

$19K

People on this filing

Patricia J. la Vallee signed Accrued Benefits Planning, Ltd.'s 2024 Form 5500 as plan administrator.

Patricia J. la Vallee — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Accrued Benefits Planning, Ltd.'s EIN is 11-2882237.

EIN 11-2882237

Plan number 003

Plan year 2024

ACK ID 20250425135131NAL0005521411001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Accrued Benefits Planning, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Accrued Benefits Planning, Ltd.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ACCRUED BENEFITS PLANNING, LTD..

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

ACCRUED BENEFITS PLANNING, LTD.

EIN

all filings

Address

42 GRASSY POND DRIVE · SMITHTOWN, NY · 11787

Phone

(631) 543-2682

Industry

Professional & Technical Services

Plan administrator