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FINANCIAL PLANNING FOR GENERATIONS, INC. — FPG PROFIT SHARING PLAN, Form 5500 (2022) | Form 5500 Search
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Original filing (PDF)
20230510152037NAL0029762513001
FINANCIAL PLANNING FOR GENERATIONS, INC.
Form 5500-SF
FILING_RECEIVED
FPG PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
1
Accounts w/ balance
2
Plan assets (EOY)
$3K
Net assets (EOY)
$3K
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
FINANCIAL PLANNING FOR GENERATIONS, INC.
.
Find decision makers
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 & Insurance
see 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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Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
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