How big is Iplan Financial Group LLC's plan?

Iplan Financial Group LLC's plan reported $8K in assets and 2 participants for 2024.

Original filing (PDF)20250718150816NAL0002989776001

Iplan Financial Group LLC

Name: Iplan Financial Group LLC — Form 5500 (2024)
Creator: Iplan Financial Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Iplan Financial Group LLC held $8K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$8K

Net assets (EOY)

$8K

People on this filing

Shirley Horner signed Iplan Financial Group LLC's 2024 Form 5500 as plan administrator.

Shirley Horner — 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

Iplan Financial Group LLC's EIN is 82-4151146.

EIN 82-4151146

Plan number 001

Plan year 2024

ACK ID 20250718150816NAL0002989776001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Iplan Financial Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for IPLAN FINANCIAL GROUP LLC.

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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 (89th percentile).

Plan sponsor

Name

IPLAN FINANCIAL GROUP LLC

EIN

all filings

Address

1180 MCKENDREE CHURCH RD · STE 206 · LAWRENCEVILLE, GA · 30043

Phone

(803) 201-5292

Industry

Finance & Insurance

Plan administrator