Original filing (PDF)20250820155524NAL0005874768001

CONSOLIDATED PLANNING CORPORATION

Name: CONSOLIDATED PLANNING CORPORATION — CONSOLIDATED PLANNING CORPORATION PROFIT SHARING PLAN, Form 5500 (2024)
Creator: CONSOLIDATED PLANNING CORPORATION

Form 5500-SF

FILING_RECEIVED

CONSOLIDATED PLANNING CORPORATION PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.5M

Net assets (EOY)

$7.5M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CONSOLIDATED PLANNING CORPORATION.

Plan sponsor

Name

CONSOLIDATED PLANNING CORPORATION

EIN

58-1233970

Address

1475 PEACHTREE ST NE · SUITE 750 · ATLANTA, GA · 30309

Phone

(404) 892-1995

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-02-01

Tax period

2025-01-31

Filed

2025-08-20

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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