How big is Planningteam, Inc.'s plan?

Planningteam, Inc.'s plan reported $8.9M in assets and 13 participants for 2024.

Original filing (PDF)20250910150350NAL0013512291001

Planningteam, Inc.

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

Form 5500-SF

FILING_RECEIVED

Planningteam, Inc. Safe Harbor 401(k) PSP

401(k) retirement plan · Planningteam, Inc.'s Planningteam, Inc. Safe Harbor 401(k) PSP held $8.9M in plan assets for 13 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.9M

Net assets (EOY)

$8.9M

Plan identifiers

Planningteam, Inc.'s EIN is 45-0450545.

EIN 45-0450545

Plan number 001

Plan year 2024

ACK ID 20250910150350NAL0013512291001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Planningteam, 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 PLANNINGTEAM, 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