How big is Eastern Planning, Inc.'s plan?

Eastern Planning, Inc.'s plan reported $1.5M in assets and 4 participants for 2024.

Original filing (PDF)20250806134802NAL0003257920001

Eastern Planning, Inc.

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

Form 5500-SF

FILING_RECEIVED

Eastern Planning, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Eastern Planning, Inc.'s Eastern Planning, Inc. 401(k) Profit Sharing Plan held $1.5M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan identifiers

Eastern Planning, Inc.'s EIN is 13-3834923.

EIN 13-3834923

Plan number 001

Plan year 2024

ACK ID 20250806134802NAL0003257920001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Eastern Planning, Inc.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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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