How big is Certified Planners Inc.'s plan?

Certified Planners Inc.'s plan reported $2.9M in assets and 5 participants for 2024.

Original filing (PDF)20260211183014NAL0005399987001

Certified Planners Inc.

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

Form 5500-SF

FILING_RECEIVED

Certified Planners, Inc. Profit Sharing Plan

Defined-contribution retirement plan · Certified Planners Inc.'s Certified Planners, Inc. Profit Sharing Plan held $2.9M in plan assets for 5 participants in 2024.

Signals · 2

Late filing · 2.8 moHigh average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

People on this filing

Anna MARI Miller signed Certified Planners Inc.'s 2024 Form 5500 as plan administrator.

Anna MARI Miller — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Certified Planners Inc.'s EIN is 68-0295450.

EIN 68-0295450

Plan number 002

Plan year 2024

ACK ID 20260211183014NAL0005399987001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Certified Planners Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Certified Planners Inc.'s plan includes profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CERTIFIED PLANNERS INC.

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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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off