How big is The Planning Group, Inc.'s plan?

The Planning Group, Inc.'s plan reported $2.3M in assets and 3 participants for 2023.

Original filing (PDF)20250807002437NAL0003277281001

The Planning Group, Inc.

Name: The Planning Group, Inc. — N.J. Brown & Associates, Form 5500 (2023)
Creator: The Planning Group, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

N.J. Brown & Associates, Ltd. Savings Plan and Trust

401(k) retirement plan · The Planning Group, Inc.'s N.J. Brown & Associates, Ltd. Savings Plan and Trust held $2.3M in plan assets for 3 participants in 2023.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

Plan identifiers

The Planning Group, Inc.'s EIN is 36-2850086.

EIN 36-2850086

Plan number 002

Plan year 2023

ACK ID 20250807002437NAL0003277281001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for The Planning Group, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

The Planning Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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