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BRANDON FINANCIAL PLANNING INC — BRANDON INVESTMENTS, INC. PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250811163952NAL0004045603001
BRANDON FINANCIAL PLANNING INC
Form 5500-SF
FILING_RECEIVED
BRANDON INVESTMENTS, INC. PROFIT SHARING PLAN
401(k) retirement plan
Active participants
5
Accounts w/ balance
5
Plan assets (EOY)
$11.0M
Net assets (EOY)
$11.0M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
BRANDON FINANCIAL PLANNING INC
.
Find decision makers
Plan sponsor
Name
BRANDON FINANCIAL PLANNING INC
EIN
62-1142518
Address
5101 WHEELIS ROAD SUITE 112 · MEMPHIS, TN · 38117
Phone
(901) 324-6600
Industry
Insurance Agencies & Brokerages
· Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2025-08-11
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
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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