How big is Advanced Planning Educational Group, Inc.'s plan?

Advanced Planning Educational Group, Inc.'s plan reported $420K in assets and 7 participants for 2024.

Original filing (PDF)20250715132132NAL0002140033001

Advanced Planning Educational Group, Inc.

Name: Advanced Planning Educational Group, Inc. — Form 5500 Plan 001 (2024)
Creator: Advanced Planning Educational Group, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

APEG 401(k) Plan

401(k) retirement plan · Advanced Planning Educational Group, Inc.'s APEG 401(k) Plan held $420K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$420K

Net assets (EOY)

$420K

Plan identifiers

Advanced Planning Educational Group, Inc.'s EIN is 82-5004685.

EIN 82-5004685

Plan number 001

Plan year 2024

ACK ID 20250715132132NAL0002140033001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Advanced Planning Educational Group, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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