How big is Townsend Financial Planning, LLC's plan?

Townsend Financial Planning, LLC's plan reported $346K in assets and 6 participants for 2024.

Original filing (PDF)20250729133544NAL0001354611001

Townsend Financial Planning, LLC

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

Form 5500-SF

FILING_RECEIVED

Townsend Financial Planning, LLC 401(k) Plan

401(k) retirement plan · Townsend Financial Planning, LLC's Townsend Financial Planning, LLC 401(k) Plan held $346K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$346K

Net assets (EOY)

$346K

Plan identifiers

Townsend Financial Planning, LLC's EIN is 45-1333724.

EIN 45-1333724

Plan number 001

Plan year 2024

ACK ID 20250729133544NAL0001354611001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Townsend Financial Planning, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TOWNSEND FINANCIAL PLANNING, LLC.

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