Original filing (PDF)20250916101334NAL0004113362001

FINANCIAL PLANNING INVESTMENT GROUP, INC.

Name: FINANCIAL PLANNING INVESTMENT GROUP, INC. — FINANCIAL PLANNING INVESTMENT GROUP INC., 401(K) PLAN, Form 5500 (2024)
Creator: FINANCIAL PLANNING INVESTMENT GROUP, INC.

Form 5500-SF

FILING_RECEIVED

FINANCIAL PLANNING INVESTMENT GROUP INC., 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

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 FINANCIAL PLANNING INVESTMENT GROUP, INC..

Plan sponsor

Name

FINANCIAL PLANNING INVESTMENT GROUP, INC.

EIN

65-0648310

Address

1615 FORUM PLACE · SUITE 1A · WEST PALM BEACH, FL · 33401

Phone

(561) 689-5724

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-16

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

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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