How big is Asset Planning Corporation's plan?

Asset Planning Corporation's plan reported $192K in assets and 10 participants for 2024.

Original filing (PDF)20251013111735NAL0001812592001

Asset Planning Corporation

Name: Asset Planning Corporation — APC Cash Balance Plan, Form 5500 (2024)
Creator: Asset Planning Corporation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

APC Cash Balance Plan

Defined-benefit pension plan · Asset Planning Corporation's APC Cash Balance Plan held $192K in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$192K

Net assets (EOY)

$192K

Plan identifiers

Asset Planning Corporation's EIN is 62-0941756.

EIN 62-0941756

Plan number 002

Plan year 2024

ACK ID 20251013111735NAL0001812592001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Asset Planning Corporation's plan includes a cash-balance formula.

Decision-maker contacts

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

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score