How big is Templeton Planning Group Inc.'s plan?

Templeton Planning Group Inc.'s plan reported $1.1M in assets and 3 participants for 2024.

Original filing (PDF)20250718172456NAL0003577458001

Templeton Planning Group Inc.

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

Form 5500-SF

FILING_RECEIVED

Templeton Planning Group Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Templeton Planning Group Inc.'s Templeton Planning Group Inc. 401(k) Profit Sharing Plan & Trust held $1.1M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Peter Templeton signed Templeton Planning Group Inc.'s 2024 Form 5500 as plan administrator.

Peter Templeton — 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

Templeton Planning Group Inc.'s EIN is 33-0529037.

EIN 33-0529037

Plan number 001

Plan year 2024

ACK ID 20250718172456NAL0003577458001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Templeton Planning Group Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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