How big is Profit Planners, LLC's plan?

Profit Planners, LLC's plan reported $2.8M in assets and 10 participants for 2024.

Original filing (PDF)20250903133527NAL0026009776001

Profit Planners, LLC

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

Form 5500-SF

FILING_RECEIVED

Profit Planners, LLC 401(k) Plan & Trust

401(k) retirement plan · Profit Planners, LLC's Profit Planners, LLC 401(k) Plan & Trust held $2.8M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

People on this filing

Raymon Alperstein signed Profit Planners, LLC's 2024 Form 5500 as plan administrator.

Raymon Alperstein — 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

Profit Planners, LLC's EIN is 20-3916180.

EIN 20-3916180

Plan number 001

Plan year 2024

ACK ID 20250903133527NAL0026009776001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Profit Planners, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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