How big is Donalies Financial Planning LLC's plan?

Donalies Financial Planning LLC's plan reported $465 in assets and 2 participants for 2024.

Original filing (PDF)20250605184721NAL0033804274001

Donalies Financial Planning LLC

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

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Donalies Financial Planning LLC held $465 in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$465

Net assets (EOY)

$465

People on this filing

Nick Rice signed Donalies Financial Planning LLC's 2024 Form 5500 as plan administrator.

Nick Rice — 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

Donalies Financial Planning LLC's EIN is 45-5322439.

EIN 45-5322439

Plan number 001

Plan year 2024

ACK ID 20250605184721NAL0033804274001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Donalies Financial Planning LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 DONALIES FINANCIAL PLANNING LLC.

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Plan health score

Above-average plan

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

Knocking points off