How big is JG Planning Services Corp.'s plan?

JG Planning Services Corp.'s plan reported $218K in assets and 8 participants for 2024.

Original filing (PDF)20251010113951NAL0013009488001

JG Planning Services Corp.

Name: JG Planning Services Corp. — JG Planning Services, Form 5500 (2024)
Creator: JG Planning Services Corp.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

JG Planning Services Corp. Defined Benefit Plan

Defined-benefit pension plan · JG Planning Services Corp.'s JG Planning Services Corp. Defined Benefit Plan held $218K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$218K

Net assets (EOY)

$218K

People on this filing

Joseph Gottehrer signed JG Planning Services Corp.'s 2024 Form 5500 as plan administrator.

Joseph Gottehrer — 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

JG Planning Services Corp.'s EIN is 82-3380311.

EIN 82-3380311

Plan number 001

Plan year 2024

ACK ID 20251010113951NAL0013009488001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for JG Planning Services Corp. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

JG Planning Services Corp.'s plan includes a defined-benefit pension formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JG PLANNING SERVICES CORP.

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score