How big is Geoffrey a Planer's plan?

Geoffrey a Planer's plan reported $534K in assets and 6 participants for 2024.

Original filing (PDF)20250707150458NAL0003338513001

Geoffrey a Planer

Name: Geoffrey a Planer — Geoffrey a Planer 401(k) Profit, Form 5500 (2024)
Creator: Geoffrey a Planer
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Geoffrey a Planer 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Geoffrey a Planer's Geoffrey a Planer 401(k) Profit Sharing Plan and Trust held $534K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$534K

Net assets (EOY)

$534K

People on this filing

JUDY Planer signed Geoffrey a Planer's 2024 Form 5500 as plan administrator.

JUDY Planer — 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

Geoffrey a Planer's EIN is 56-1772887.

EIN 56-1772887

Plan number 001

Plan year 2024

ACK ID 20250707150458NAL0003338513001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Geoffrey a Planer'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 GEOFFREY A PLANER.

Finding similar companies…

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