How big is Strategic Planning Inc.'s plan?

Strategic Planning Inc.'s plan reported $161 in assets and 2 participants for 2024.

Original filing (PDF)20250729141534NAL0002916433001

Strategic Planning Inc.

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

Form 5500-SF

FILING_RECEIVED

Strategic Planning Inc. SOCA Benefit Plan

Health & welfare plan · Strategic Planning Inc.'s Strategic Planning Inc. SOCA Benefit Plan held $161 in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$161

Net assets (EOY)

$57

People on this filing

Matt Appenzeller signed Strategic Planning Inc.'s 2024 Form 5500 as plan administrator.

Matt Appenzeller — 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

Strategic Planning Inc.'s EIN is 31-1670502.

EIN 31-1670502

Plan number 501

Plan year 2024

ACK ID 20250729141534NAL0002916433001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Strategic Planning Inc.'s plan includes health coverage.

Decision-maker contacts

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

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score