THE FINANCIAL PLANNING AND IMPLEMENTATION INC. — THE FINANCIAL PLANNING AND IMPLEMENTATION INC. PROFIT SHARING 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
THE FINANCIAL PLANNING AND IMPLEMENTATION INC. PROFIT SHARING 401(K) PLAN
401(k) retirement plan
Active participants
2
Accounts w/ balance
3
Plan assets (EOY)
$90K
Net assets (EOY)
$90K
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
81
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE FINANCIAL PLANNING AND IMPLEMENTATION INC..
Plan sponsor
Name
THE FINANCIAL PLANNING AND IMPLEMENTATION INC.
EIN
33-0585131
Address
2522 CHAMBERS RD # 110 · TUSTIN, CA · 927806962
Phone
(714) 305-9319
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-04-10
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size All Other Professional Services plans
