How big is Equity Planning Group, Ltd.'s plan?

Equity Planning Group, Ltd.'s plan reported $1.8M in assets and 8 participants for 2024.

Original filing (PDF)20250722211032NAL0003682928001

Equity Planning Group, Ltd.

Name: Equity Planning Group, Ltd. — EPG Cash Balance, Form 5500 (2024)
Creator: Equity Planning Group, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

EPG Cash Balance Pension Plan

Defined-benefit pension plan · Equity Planning Group, Ltd.'s EPG Cash Balance Pension Plan held $1.8M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

Craig Joseph signed Equity Planning Group, Ltd.'s 2024 Form 5500 as plan administrator.

Craig Joseph — 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

Equity Planning Group, Ltd.'s EIN is 34-1904433.

EIN 34-1904433

Plan number 002

Plan year 2024

ACK ID 20250722211032NAL0003682928001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Equity Planning Group, Ltd.'s plan includes a cash-balance formula.

Decision-maker contacts

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

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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