How big is Comprehensive Benefits Planning, Inc.'s plan?

Comprehensive Benefits Planning, Inc.'s plan reported $3.7M in assets and 9 participants for 2024.

Original filing (PDF)20250912135131NAL0000855235001

Comprehensive Benefits Planning, Inc.

Name: Comprehensive Benefits Planning, Inc. — Compehensive, Form 5500 (2024)
Creator: Comprehensive Benefits Planning, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Compehensive Benefits Planning, Inc. 401(k) Plan

401(k) retirement plan · Comprehensive Benefits Planning, Inc.'s Compehensive Benefits Planning, Inc. 401(k) Plan held $3.7M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.7M

Net assets (EOY)

$3.7M

People on this filing

Karl Vaughn signed Comprehensive Benefits Planning, Inc.'s 2024 Form 5500 as plan administrator.

Karl Vaughn — 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

Comprehensive Benefits Planning, Inc.'s EIN is 52-1958482.

EIN 52-1958482

Plan number 001

Plan year 2024

ACK ID 20250912135131NAL0000855235001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Comprehensive Benefits Planning, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Comprehensive Benefits Planning, Inc.'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 COMPREHENSIVE BENEFITS PLANNING, INC..

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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