Original filing (PDF)20250501205827NAL0002684563001

Pension Planners, Inc.

Name: Pension Planners, Inc. — Pension Planners, Inc., Form 5500 (2023)
Creator: Pension Planners, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Pension Planners, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Pension Planners, Inc.'s Pension Planners, Inc. 401(k) Profit Sharing Plan held $976K in plan assets for 7 participants in 2023.

Signals · 1

Late filing · 5.5 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$976K

Net assets (EOY)

$976K

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Filed 5.5 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Decision-maker contacts

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

Plan sponsor

Name

PENSION PLANNERS, INC.

EIN

20-2053740all filings

Address

1045 CROSSPOINTE DRIVE, SUITE 1 · NAPLES, FL · 34110

Phone

(239) 598-9992

Industry