How big is Sapphire Wealth Planning LLC's plan?

Sapphire Wealth Planning LLC's plan reported $110K in assets and 2 participants for 2025.

Original filing (PDF)20260427221020NAL0005080803033

Sapphire Wealth Planning LLC

Name: Sapphire Wealth Planning LLC — Sapphire Wealth, Form 5500 (2025)
Creator: Sapphire Wealth Planning LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sapphire Wealth Planning 401(k) Plan

401(k) retirement plan · Sapphire Wealth Planning LLC's Sapphire Wealth Planning 401(k) Plan held $110K in plan assets for 2 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$110K

Net assets (EOY)

$110K

Plan identifiers

Sapphire Wealth Planning LLC's EIN is 81-1098206.

EIN 81-1098206

Plan number 001

Plan year 2025

ACK ID 20260427221020NAL0005080803033

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Sapphire Wealth Planning LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Sapphire Wealth Planning LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

SAPPHIRE WEALTH PLANNING LLC

EIN

all filings

Address

11863 W 112TH ST · STE 100 · OVERLAND PARK, KS · 66210

Phone

(913) 444-9622

Industry

Finance & Insurance

Plan administrator