How big is Michigan Planners, Inc.'s plan?

Michigan Planners, Inc.'s plan reported $10.7M in assets and 55 participants for 2024.

Original filing (PDF)20250527101218NAL0010999392001

Michigan Planners, Inc.

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

Form 5500-SF

FILING_RECEIVED

Michigan Planners, Inc. 401(k) Plan

401(k) retirement plan · Michigan Planners, Inc.'s Michigan Planners, Inc. 401(k) Plan held $10.7M in plan assets for 55 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$10.7M

Net assets (EOY)

$10.7M

People on this filing

Timothy Fogarty signed Michigan Planners, Inc.'s 2024 Form 5500 as plan administrator.

Timothy Fogarty — 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

Michigan Planners, Inc.'s EIN is 38-2449723.

EIN 38-2449723

Plan number 002

Plan year 2024

ACK ID 20250527101218NAL0010999392001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Michigan Planners, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MICHIGAN PLANNERS, INC..

Finding similar companies…

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