How big is G2 Planning and Design LLC's plan?

G2 Planning and Design LLC's plan reported $78K in assets and 6 participants for 2024.

Original filing (PDF)20250819150704NAL0002433505001

G2 Planning and Design LLC

Name: G2 Planning and Design LLC — G2 Planning and Design, Form 5500 (2024)
Creator: G2 Planning and Design LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

G2 Planning and Design LLC 401(k) Plan

401(k) retirement plan · G2 Planning and Design LLC's G2 Planning and Design LLC 401(k) Plan held $78K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$78K

Net assets (EOY)

$78K

People on this filing

Shirley Horner signed G2 Planning and Design LLC's 2024 Form 5500 as plan administrator.

Shirley Horner — 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

G2 Planning and Design LLC's EIN is 46-0721549.

EIN 46-0721549

Plan number 001

Plan year 2024

ACK ID 20250819150704NAL0002433505001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for G2 Planning and Design LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

G2 Planning and Design 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 G2 PLANNING AND DESIGN LLC.

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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