How big is Leading Edge Financial Planning LLC's plan?

Leading Edge Financial Planning LLC's plan reported $859K in assets and 10 participants for 2024.

Original filing (PDF)20250929134343NAL0015266627001

Leading Edge Financial Planning LLC

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

Form 5500-SF

FILING_RECEIVED

Leading Edge Financial Planning 401(k) Plan

401(k) retirement plan · Leading Edge Financial Planning LLC's Leading Edge Financial Planning 401(k) Plan held $859K in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$859K

Net assets (EOY)

$859K

People on this filing

Kevin Gormley signed Leading Edge Financial Planning LLC's 2024 Form 5500 as plan administrator.

Kevin Gormley — 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

Leading Edge Financial Planning LLC's EIN is 47-4221739.

EIN 47-4221739

Plan number 001

Plan year 2024

ACK ID 20250929134343NAL0015266627001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Leading Edge Financial Planning LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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