How big is Asset Planning Group, Inc.'s plan?

Asset Planning Group, Inc.'s plan reported $982K in assets and 2 participants for 2024.

Original filing (PDF)20250326133623NAL0032358130001

Asset Planning Group, Inc.

Name: Asset Planning Group, Inc. — Asset Planning Group, Form 5500 (2024)
Creator: Asset Planning Group, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Asset Planning Group, Inc. Retirement Plan and Trust

401(k) retirement plan · Asset Planning Group, Inc.'s Asset Planning Group, Inc. Retirement Plan and Trust held $982K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$982K

Net assets (EOY)

$962K

Plan identifiers

Asset Planning Group, Inc.'s EIN is 65-0397092.

EIN 65-0397092

Plan number 001

Plan year 2024

ACK ID 20250326133623NAL0032358130001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Asset Planning Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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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