How big is Management Planning, Inc.'s plan?

Management Planning, Inc.'s plan reported $28.7M in assets and 53 participants for 2024.

Original filing (PDF)20251015134928NAL0009560482001

Management Planning, Inc.

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

Form 5500-SF

FILING_RECEIVED

Management Planning, Inc. Profit Sharing and Section 401(k) Plan

401(k) retirement plan · Management Planning, Inc.'s Management Planning, Inc. Profit Sharing and Section 401(k) Plan held $28.7M in plan assets for 53 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$28.7M

Net assets (EOY)

$28.7M

Plan identifiers

Management Planning, Inc.'s EIN is 21-0646362.

EIN 21-0646362

Plan number 002

Plan year 2024

ACK ID 20251015134928NAL0009560482001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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