How big is Planners II LLC's plan?

Planners II LLC's plan reported $3K in assets and 8 participants for 2024.

Original filing (PDF)20250729141429NAL0006120498001

Planners II LLC

Name: Planners II LLC — Planners II LLC SOCA Benefit Plan, Form 5500 (2024)
Creator: Planners II LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Planners II LLC SOCA Benefit Plan

Health & welfare plan · Planners II LLC's Planners II LLC SOCA Benefit Plan held $3K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3K

Net assets (EOY)

$1K

People on this filing

Matt Appenzeller signed Planners II LLC's 2024 Form 5500 as plan administrator.

Matt Appenzeller — 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 II LLC's EIN is 20-1963888.

EIN 20-1963888

Plan number 501

Plan year 2024

ACK ID 20250729141429NAL0006120498001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Planners II LLC's plan includes health coverage.

Decision-maker contacts

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

Finding similar companies…

Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score