How big is Preferred Planning, Inc.'s plan?

Preferred Planning, Inc.'s plan reported $1.3M in assets and 3 participants for 2023.

Original filing (PDF)20250423085352NAL0005681265001

Preferred Planning, Inc.

Name: Preferred Planning, Inc. — Preferred Planning, Inc., Form 5500 (2023)
Creator: Preferred Planning, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Preferred Planning, Inc. Profit Sharing Plan

Defined-contribution retirement plan · Preferred Planning, Inc.'s Preferred Planning, Inc. Profit Sharing Plan held $1.3M in plan assets for 3 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

James D. Zifer Jr. signed Preferred Planning, Inc.'s 2023 Form 5500 as plan administrator.

James D. Zifer Jr. — 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

Preferred Planning, Inc.'s EIN is 27-3564654.

EIN 27-3564654

Plan number 001

Plan year 2023

ACK ID 20250423085352NAL0005681265001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Preferred Planning, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Preferred Planning, Inc.'s plan includes profit-sharing, a default investment (QDIA).

Decision-maker contacts

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

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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