How big is Planners Two, LLC's plan?

Planners Two, LLC's plan reported $2.2M in assets and 8 participants for 2024.

Original filing (PDF)20250731155000NAL0002704899001

Planners Two, LLC

Name: Planners Two, LLC — Planners Two 401(k) Plan, Form 5500 (2024)
Creator: Planners Two, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Planners Two 401(k) Plan

401(k) retirement plan · Planners Two, LLC's Planners Two 401(k) Plan held $2.2M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

People on this filing

Phillip Lovegrove signed Planners Two, LLC's 2024 Form 5500 as plan administrator.

Phillip Lovegrove — 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

Planners Two, LLC's EIN is 20-1963888.

EIN 20-1963888

Plan number 002

Plan year 2024

ACK ID 20250731155000NAL0002704899001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Planners Two, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PLANNERS TWO, 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