How big is Life Plan Financial, Inc.'s plan?

Life Plan Financial, Inc.'s plan reported $453K in assets and 6 participants for 2024.

Original filing (PDF)20250723160319NAL0002014227001

Life Plan Financial, Inc.

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

Form 5500-SF

FILING_RECEIVED

Life Plan Financial 401(k) Plan

401(k) retirement plan · Life Plan Financial, Inc.'s Life Plan Financial 401(k) Plan held $453K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$453K

Net assets (EOY)

$453K

Plan identifiers

Life Plan Financial, Inc.'s EIN is 20-2704008.

EIN 20-2704008

Plan number 001

Plan year 2024

ACK ID 20250723160319NAL0002014227001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Life Plan Financial, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

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