How big is Group Planners Inc.'s plan?

Group Planners Inc.'s plan reported $421K in assets and 4 participants for 2025.

Original filing (PDF)20260324132629NAL0001508099001

Group Planners Inc.

Name: Group Planners Inc. — Group Planners Inc. 401(k), Form 5500 (2025)
Creator: Group Planners Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Group Planners Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Group Planners Inc.'s Group Planners Inc. 401(k) Profit Sharing Plan held $421K in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$421K

Net assets (EOY)

$421K

People on this filing

Louis Bernardi signed Group Planners Inc.'s 2025 Form 5500 as plan administrator.

Louis Bernardi — 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

Group Planners Inc.'s EIN is 11-3407899.

EIN 11-3407899

Plan number 001

Plan year 2025

ACK ID 20260324132629NAL0001508099001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Group Planners Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Group Planners Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GROUP PLANNERS 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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score