How big is Angle Planning Concepts LLC's plan?

Angle Planning Concepts LLC's plan reported $8K in assets and 2 participants for 2024.

Original filing (PDF)20250717124853NAL0000300337001

Angle Planning Concepts LLC

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

Form 5500-SF

FILING_RECEIVED

Angle Planning Concepts LLC 401(k) Profit Sharing Plan & TRU

401(k) retirement plan · Angle Planning Concepts LLC's Angle Planning Concepts LLC 401(k) Profit Sharing Plan & TRU held $8K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$8K

Net assets (EOY)

$8K

People on this filing

Shirley Horner signed Angle Planning Concepts LLC's 2024 Form 5500 as plan administrator.

Shirley Horner — 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

Angle Planning Concepts LLC's EIN is 27-1928941.

EIN 27-1928941

Plan number 001

Plan year 2024

ACK ID 20250717124853NAL0000300337001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Angle Planning Concepts 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 ANGLE PLANNING CONCEPTS 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Plan sponsor

Name

ANGLE PLANNING CONCEPTS LLC

EIN

all filings

Address

846 WALKER ROAD, SUITE 31-2 · DOVER, DE · 19904

Phone

(302) 735-7526

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator