Original filing (PDF)20250708193721NAL0004270001001

E-Plan, Inc., DBA E-Plansoft, a California Corporation

Name: E-Plan, Inc., DBA E-Plansoft, a California Corporation — Form 5500 Plan 001 (2024)
Creator: E-Plan, Inc., DBA E-Plansoft, a California Corporation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

E-Plansoft 401(k) Plan

401(k) retirement plan · E-Plan, Inc., DBA E-Plansoft, a California Corporation's E-Plansoft 401(k) Plan held $847K in plan assets for 26 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$847K

Net assets (EOY)

$847K

Plan identifiers

E-Plan, Inc., DBA E-Plansoft, a California Corporation's EIN is 27-1867127.

EIN 27-1867127

Plan number 001

Plan year 2024

ACK ID 20250708193721NAL0004270001001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for E-Plan, Inc., DBA E-Plansoft, a California Corporation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

E-Plan, Inc., DBA E-Plansoft, a California Corporation'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 E-PLAN, INC., DBA E-PLANSOFT, A CALIFORNIA CORPORATION.

Finding similar companies…

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