How big is Planvest Inc.'s plan?

Planvest Inc.'s plan reported $1.2M in assets and 4 participants for 2024.

Original filing (PDF)20250327081049NAL0012256115001

Planvest Inc.

Name: Planvest Inc. — Planvest Inc. 401(k) Plan, Form 5500 (2024)
Creator: Planvest Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Planvest Inc. 401(k) Plan

401(k) retirement plan · Planvest Inc.'s Planvest Inc. 401(k) Plan held $1.2M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan identifiers

Planvest Inc.'s EIN is 54-2122936.

EIN 54-2122936

Plan number 001

Plan year 2024

ACK ID 20250327081049NAL0012256115001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Planvest Inc.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

PLANVEST INC

EIN

all filings

Address

P.O. BOX 322 · BELLEVUE, OH · 44811

Phone

(419) 484-2500

Industry

Finance & Insurance

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

2025-03-27

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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