Original filing (PDF)20230510152037NAL0029762513001

FINANCIAL PLANNING FOR GENERATIONS, INC.

Name: FINANCIAL PLANNING FOR GENERATIONS, INC. — FPG PROFIT SHARING PLAN, Form 5500 (2022)
Creator: FINANCIAL PLANNING FOR GENERATIONS, INC.

Form 5500-SF

FILING_RECEIVED

FPG PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3K

Net assets (EOY)

$3K

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 FOR GENERATIONS, INC..

Plan sponsor

Name

FINANCIAL PLANNING FOR GENERATIONS, INC.

EIN

77-0506099

Address

15760 VENTURA BLVD., SUITE 840 · ENCINO, CA · 91436

Phone

(855) 374-9174

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-05-10

Pension benefit codes

2E · Profit-sharing

2D · Offset of another plan

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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