How big is Ridgeview Financial Planning, Inc.'s plan?

Ridgeview Financial Planning, Inc.'s plan reported $259K in assets and 1 participants for 2023.

Original filing (PDF)20240822074152NAL0004865057001

Ridgeview Financial Planning, Inc.

Name: Ridgeview Financial Planning, Inc. — Ridgeview, Form 5500 (2023)
Creator: Ridgeview Financial Planning, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Ridgeview Financial Planning, Inc. 401(k) Plan

401(k) retirement plan · Ridgeview Financial Planning, Inc.'s Ridgeview Financial Planning, Inc. 401(k) Plan held $259K in plan assets for 1 participants in 2023.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$259K

Net assets (EOY)

$259K

Plan identifiers

Ridgeview Financial Planning, Inc.'s EIN is 81-4805370.

EIN 81-4805370

Plan number 001

Plan year 2023

ACK ID 20240822074152NAL0004865057001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Ridgeview Financial Planning, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Ridgeview Financial Planning, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for RIDGEVIEW FINANCIAL PLANNING, 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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score