How big is Kentucky Planning Partners, LLC's plan?

Kentucky Planning Partners, LLC's plan reported $897K in assets and 14 participants for 2024.

Original filing (PDF)20251014113424NAL0002654209001

Kentucky Planning Partners, LLC

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

Form 5500-SF

FILING_RECEIVED

Kentucky Planning Partners, LLC 401(k) Profit Sharing Plan

Defined-contribution retirement plan · Kentucky Planning Partners, LLC's Kentucky Planning Partners, LLC 401(k) Profit Sharing Plan held $897K in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$897K

Net assets (EOY)

$897K

Plan identifiers

Kentucky Planning Partners, LLC's EIN is 42-1686045.

EIN 42-1686045

Plan number 001

Plan year 2024

ACK ID 20251014113424NAL0002654209001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Kentucky Planning Partners, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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