How big is Superior Planning, Inc.'s plan?

Superior Planning, Inc.'s plan reported $678K in assets and 3 participants for 2024.

Original filing (PDF)20250603171420NAL0007769747001

Superior Planning, Inc.

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

Form 5500-SF

FILING_RECEIVED

Superior Planning, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Superior Planning, Inc.'s Superior Planning, Inc. 401(k) Profit Sharing Plan held $678K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$678K

Net assets (EOY)

$678K

Plan identifiers

Superior Planning, Inc.'s EIN is 33-0622930.

EIN 33-0622930

Plan number 001

Plan year 2024

ACK ID 20250603171420NAL0007769747001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Superior Planning, Inc.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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