Original filing (PDF)20230907094930NAL0009874467001

Comprehensive Planners Inc.

Name: Comprehensive Planners Inc. — Comprehensive Planners, Form 5500 (2022)
Creator: Comprehensive Planners Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Comprehensive Planners Inc. 401(k) Plan

401(k) retirement plan · Comprehensive Planners Inc.'s Comprehensive Planners Inc. 401(k) Plan filed a Form 5500 for plan year 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Charles Durkot, E.A. signed Comprehensive Planners Inc.'s 2022 Form 5500 as plan administrator.

Charles Durkot, E.A. — 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

Comprehensive Planners Inc.'s EIN is 42-1719324.

EIN 42-1719324

Plan number 001

Plan year 2022

ACK ID 20230907094930NAL0009874467001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Comprehensive Planners Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Comprehensive Planners Inc.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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