How big is Capital Planning Services, Corp.'s plan?

Capital Planning Services, Corp.'s plan reported $3.1M in assets and 15 participants for 2024.

Original filing (PDF)20250708172434NAL0002843491001

Capital Planning Services, Corp.

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

Form 5500-SF

FILING_RECEIVED

Capital Planning Services, Corp. 401(k) Plan

401(k) retirement plan · Capital Planning Services, Corp.'s Capital Planning Services, Corp. 401(k) Plan held $3.1M in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

Plan identifiers

Capital Planning Services, Corp.'s EIN is 23-2872074.

EIN 23-2872074

Plan number 001

Plan year 2024

ACK ID 20250708172434NAL0002843491001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Capital Planning Services, Corp.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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

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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