How big is Wealth Planning Group, LLC's plan?

Wealth Planning Group, LLC's plan reported $1.3M in assets and 2 participants for 2024.

Original filing (PDF)20251014132513NAL0001455843001

Wealth Planning Group, LLC

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

Form 5500-SF

FILING_RECEIVED

Wealth Planning Group Pension Plan

Defined-benefit pension plan · Wealth Planning Group, LLC's Wealth Planning Group Pension Plan held $1.3M in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

William Walters signed Wealth Planning Group, LLC's 2024 Form 5500 as plan administrator.

William Walters — 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, LLC's EIN is 26-2368462.

EIN 26-2368462

Plan number 001

Plan year 2024

ACK ID 20251014132513NAL0001455843001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Wealth Planning Group, LLC's plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WEALTH 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score