How big is Impact Planning Group, LLC's plan?

Impact Planning Group, LLC's plan reported $1.6M in assets and 2 participants for 2024.

Original filing (PDF)20250425144703NAL0008985201001

Impact Planning Group, LLC

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

Form 5500-SF

FILING_RECEIVED

Impact Planning Group, LLC 401(k) Retirement Plan

401(k) retirement plan · Impact Planning Group, LLC's Impact Planning Group, LLC 401(k) Retirement Plan held $1.6M in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

Martin MA signed Impact Planning Group, LLC's 2024 Form 5500 as plan administrator.

Martin MA — 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

Impact Planning Group, LLC's EIN is 13-3027320.

EIN 13-3027320

Plan number 002

Plan year 2024

ACK ID 20250425144703NAL0008985201001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Impact Planning Group, LLC'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 IMPACT PLANNING GROUP, LLC.

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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