How big is Wealth Planning Group's plan?

Wealth Planning Group's plan reported $1.4M in assets and 5 participants for 2024.

Original filing (PDF)20250529130639NAL0013542512001

Wealth Planning Group

Name: Wealth Planning Group — Wealth Planning Group 401(k), Form 5500 (2024)
Creator: Wealth Planning Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wealth Planning Group 401(k) Profit Sharing Plan

401(k) retirement plan · Wealth Planning Group's Wealth Planning Group 401(k) Profit Sharing Plan held $1.4M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Robert Engel signed Wealth Planning Group's 2024 Form 5500 as plan administrator.

Robert Engel — 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

Wealth Planning Group's EIN is 26-0422593.

EIN 26-0422593

Plan number 001

Plan year 2024

ACK ID 20250529130639NAL0013542512001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Wealth Planning Group'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 WEALTH PLANNING GROUP.

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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