How big is United Financial Planning Group LLC's plan?

United Financial Planning Group LLC's plan reported $628K in assets and 5 participants for 2025.

Original filing (PDF)20260422221014NAL0002218947081

United Financial Planning Group LLC

Name: United Financial Planning Group LLC — United Financi, Form 5500 (2025)
Creator: United Financial Planning Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

United Financial Planning Group 401(k) Plan

401(k) retirement plan · United Financial Planning Group LLC's United Financial Planning Group 401(k) Plan held $628K in plan assets for 5 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$628K

Net assets (EOY)

$628K

Plan identifiers

United Financial Planning Group LLC's EIN is 26-1490585.

EIN 26-1490585

Plan number 001

Plan year 2025

ACK ID 20260422221014NAL0002218947081

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for United Financial Planning Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

United Financial Planning Group LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for UNITED FINANCIAL PLANNING GROUP LLC.

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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