· 2022–2024 · DOL EFAST2

ADAM FINANCIAL PLANNING, INC. — ADAM FINANCIAL PLANNING, INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)

Original filing (PDF)20250611072256NAL0026813536001

ADAM FINANCIAL PLANNING, INC.

Form 5500-SF

FILING_RECEIVED

ADAM FINANCIAL PLANNING, INC. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

2

Accounts w/ balance

1

Plan assets (EOY)

$247K

Net assets (EOY)

$247K

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

69

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (98th percentile).

Decision-maker contacts

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

Plan sponsor

Name

ADAM FINANCIAL PLANNING, INC.

EIN

46-0813286all filings

Address

919 WINTON ROAD SOUTH · SUITE 207 · ROCHESTER, NY · 14618

Phone

(585) 738-6086

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-11

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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