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CERTIFIED PLANNERS INC — CERTIFIED PLANNERS, INC. PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20260211183014NAL0005399987001
CERTIFIED PLANNERS INC
Form 5500-SF
FILING_RECEIVED
CERTIFIED PLANNERS, INC. PROFIT SHARING PLAN
Defined-contribution retirement plan
Signals · 1
Late filing · 2.8 mo
Active participants
5
Accounts w/ balance
5
Plan assets (EOY)
$2.9M
Net assets (EOY)
$2.9M
Plan health score (directional)
85
/ 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
89
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
CERTIFIED PLANNERS INC
.
Find decision makers
Plan sponsor
Name
CERTIFIED PLANNERS INC
DBA
CERTIFIED PLANNERS INC
EIN
68-0295450
Address
2333 SAN RAMON VALLEY BLVD STE 185 · SAN RAMON, CA · 945831613
Phone
(925) 553-7200
Industry
Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2026-02-11
Pension benefit codes
2E · Profit-sharing
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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Knocking points off
Filed 2.8 months past the 10.5-month grace window.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
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