How big is Planned Results, Inc.'s plan?

Planned Results, Inc.'s plan reported $1.4M in assets and 8 participants for 2024.

Original filing (PDF)20250827135511NAL0009449633001

Planned Results, Inc.

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

Form 5500-SF

FILING_RECEIVED

Planned Results, Inc. Employees' Defined Benefit Pension Plan

Defined-benefit pension plan · Planned Results, Inc.'s Planned Results, Inc. Employees' Defined Benefit Pension Plan held $1.4M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Kevin Riley signed Planned Results, Inc.'s 2024 Form 5500 as plan administrator.

Kevin Riley — 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

Planned Results, Inc.'s EIN is 16-1055456.

EIN 16-1055456

Plan number 003

Plan year 2024

ACK ID 20250827135511NAL0009449633001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Planned Results, Inc.'s plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PLANNED RESULTS, 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score