Original filing (PDF)20250519152648NAL0000759473001

Modern Financial Planning LLC DBA PERK Planning

Name: Modern Financial Planning LLC DBA PERK Planning — Form 5500 Plan 001 (2024)
Creator: Modern Financial Planning LLC DBA PERK Planning
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

PERK Planning 401(k) Plan

401(k) retirement plan · Modern Financial Planning LLC DBA PERK Planning's PERK Planning 401(k) Plan held $163K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$163K

Net assets (EOY)

$163K

Plan identifiers

Modern Financial Planning LLC DBA PERK Planning's EIN is 27-2221067.

EIN 27-2221067

Plan number 001

Plan year 2024

ACK ID 20250519152648NAL0000759473001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Modern Financial Planning LLC DBA PERK Planning from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Modern Financial Planning LLC DBA PERK Planning's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

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