How big is District Financial Planning LLC's plan?

District Financial Planning LLC's plan reported $125K in assets and 2 participants for 2025.

Original filing (PDF)20260522054719NAL0006371154001

District Financial Planning LLC

Name: District Financial Planning LLC — Form 5500 (2025)
Creator: District Financial Planning LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · District Financial Planning LLC held $125K in plan assets for 2 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$125K

Net assets (EOY)

$125K

People on this filing

Jeffrey Settle signed District Financial Planning LLC's 2025 Form 5500 as plan administrator.

Jeffrey Settle — 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

District Financial Planning LLC's EIN is 33-1714603.

EIN 33-1714603

Plan number 001

Plan year 2025

ACK ID 20260522054719NAL0006371154001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for District Financial Planning LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

District Financial Planning LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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