How big is Professional Planning Associates, Inc.'s plan?

Professional Planning Associates, Inc.'s plan reported $2.2M in assets and 14 participants for 2024.

Original filing (PDF)20250930145140NAL0011818097001

Professional Planning Associates, Inc.

Name: Professional Planning Associates, Inc. — Form 5500 Plan 004 (2024)
Creator: Professional Planning Associates, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Professional Planning Associates, Inc. 401(k) Plan

401(k) retirement plan · Professional Planning Associates, Inc.'s Professional Planning Associates, Inc. 401(k) Plan held $2.2M in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

Plan identifiers

Professional Planning Associates, Inc.'s EIN is 23-2456861.

EIN 23-2456861

Plan number 004

Plan year 2024

ACK ID 20250930145140NAL0011818097001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Professional Planning Associates, 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 PROFESSIONAL PLANNING ASSOCIATES, 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