How big is The Financial Planning and Implementation Inc.'s plan?

The Financial Planning and Implementation Inc.'s plan reported $1.9M in assets and 3 participants for 2024.

Original filing (PDF)20250405204016NAL0014142113001

The Financial Planning and Implementation Inc.

Name: The Financial Planning and Implementation Inc. — Form 5500 Plan 002 (2024)
Creator: The Financial Planning and Implementation Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Financial Planning and Implementation Inc. Defined Benefit Pension Plan

Defined-benefit pension plan · The Financial Planning and Implementation Inc.'s The Financial Planning and Implementation Inc. Defined Benefit Pension Plan held $1.9M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

Plan identifiers

The Financial Planning and Implementation Inc.'s EIN is 33-0585131.

EIN 33-0585131

Plan number 002

Plan year 2024

ACK ID 20250405204016NAL0014142113001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

The Financial Planning and Implementation Inc.'s plan includes a defined-benefit pension formula.

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..

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score