How big is Planalytics, Inc.'s plan?

Planalytics, Inc.'s plan reported $10.4M in assets and 46 participants for 2024.

Original filing (PDF)20250703083711NAL0000522449001

Planalytics, Inc.

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

Form 5500-SF

FILING_RECEIVED

Planalytics,Inc. Employees 401(k) Plan

401(k) retirement plan · Planalytics, Inc.'s Planalytics,Inc. Employees 401(k) Plan held $10.4M in plan assets for 46 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$10.4M

Net assets (EOY)

$10.4M

People on this filing

Bernie Wojcik signed Planalytics, Inc.'s 2024 Form 5500 as plan administrator.

Bernie Wojcik — Plan Administrator — Form 5500 signer
Frederic D Fox — Employer / Plan Sponsor — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Planalytics, Inc.'s EIN is 23-2858199.

EIN 23-2858199

Plan number 001

Plan year 2024

ACK ID 20250703083711NAL0000522449001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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Plan health score

Above-average plan

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

Knocking points off