How big is Strategic Planning Group, Inc.'s plan?

Strategic Planning Group, Inc.'s plan reported $1.8M in assets and 2 participants for 2024.

Original filing (PDF)20250401124641NAL0013288082001

Strategic Planning Group, Inc.

Name: Strategic Planning Group, Inc. — Strategic Planning, Form 5500 (2024)
Creator: Strategic Planning Group, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Strategic Planning Group, Inc. 401(k) Retirement Plan

401(k) retirement plan · Strategic Planning Group, Inc.'s Strategic Planning Group, Inc. 401(k) Retirement Plan held $1.8M in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

John F. Wood signed Strategic Planning Group, Inc.'s 2024 Form 5500 as plan administrator.

John F. Wood — 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

Strategic Planning Group, Inc.'s EIN is 20-4706042.

EIN 20-4706042

Plan number 001

Plan year 2024

ACK ID 20250401124641NAL0013288082001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Strategic Planning Group, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Strategic Planning Group, Inc.'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 STRATEGIC PLANNING GROUP, INC..

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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