Original filing (PDF)20250416220500NAL0000233089057

LIFEPLAN TAX AND INSURANCE GROUP, INC.

Name: LIFEPLAN TAX AND INSURANCE GROUP, INC. — LIFEPLAN GROUP 401(K) PLAN, Form 5500 (2024)
Creator: LIFEPLAN TAX AND INSURANCE GROUP, INC.

Form 5500-SF

FILING_RECEIVED

LIFEPLAN GROUP 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$955K

Net assets (EOY)

$955K

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 average account balance (87th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LIFEPLAN TAX AND INSURANCE GROUP, INC..

Plan sponsor

Name

LIFEPLAN TAX AND INSURANCE GROUP, INC.

EIN

27-3753174all filings

Address

7201 CREEDMOOR RD. · SUITE 147 · RALEIGH, NC · 27613

Phone

(919) 858-6119

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator