How big is G2 Planning and Design's plan?

G2 Planning and Design's plan reported $2K in assets and 6 participants for 2024.

Original filing (PDF)20250729140937NAL0007732274001

G2 Planning and Design

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

Form 5500-SF

FILING_RECEIVED

G2 Planning and Design SOCA Benefit Plan

Health & welfare plan · G2 Planning and Design's G2 Planning and Design SOCA Benefit Plan held $2K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2K

Net assets (EOY)

$854

People on this filing

Matt Appenzeller signed G2 Planning and Design's 2024 Form 5500 as plan administrator.

Matt Appenzeller — 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's EIN is 46-0721549.

EIN 46-0721549

Plan number 501

Plan year 2024

ACK ID 20250729140937NAL0007732274001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

G2 Planning and Design's plan includes health coverage.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for G2 PLANNING AND DESIGN.

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score