How big is Alliance Financial Planning LLC's plan?

Alliance Financial Planning LLC's plan reported $642 in assets and 2 participants for 2024.

Original filing (PDF)20251229132341NAL0018800929001

Alliance Financial Planning LLC

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

Form 5500-SF

FILING_RECEIVED

Alliance Financial Planning LLC CBS Benefit Plan

Health & welfare plan · Alliance Financial Planning LLC's Alliance Financial Planning LLC CBS Benefit Plan held $642 in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$642

Net assets (EOY)

$205

People on this filing

Joseph HSU signed Alliance Financial Planning LLC's 2024 Form 5500 as plan administrator.

Joseph HSU — 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

Alliance Financial Planning LLC's EIN is 46-4922189.

EIN 46-4922189

Plan number 501

Plan year 2024

ACK ID 20251229132341NAL0018800929001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Alliance Financial Planning LLC'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 ALLIANCE FINANCIAL PLANNING LLC.

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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