How big is Larkin Financial Planning's plan?

Larkin Financial Planning's plan reported $266K in assets and 3 participants for 2024.

Original filing (PDF)20251010155428NAL0007983057001

Larkin Financial Planning

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

Form 5500-SF

FILING_RECEIVED

Larkin Financial Planning 401(k) P/S Plan

401(k) retirement plan · Larkin Financial Planning's Larkin Financial Planning 401(k) P/S Plan held $266K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$266K

Net assets (EOY)

$266K

People on this filing

Kelly Larkin signed Larkin Financial Planning's 2024 Form 5500 as plan administrator.

Kelly Larkin — 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

Larkin Financial Planning's EIN is 45-3091188.

EIN 45-3091188

Plan number 002

Plan year 2024

ACK ID 20251010155428NAL0007983057001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Larkin Financial Planning's plan includes automatic enrollment, profit-sharing, a 401(k) feature, 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 LARKIN FINANCIAL PLANNING.

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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