How big is Planning Strategies LLC's plan?

Planning Strategies LLC's plan reported $340K in assets and 7 participants for 2024.

Original filing (PDF)20250530154542NAL0008228513001

Planning Strategies LLC

Name: Planning Strategies LLC — Impact Wealth Planners, Form 5500 (2024)
Creator: Planning Strategies LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Impact Wealth Planners, LLC 401(k) Plan

401(k) retirement plan · Planning Strategies LLC's Impact Wealth Planners, LLC 401(k) Plan held $340K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$340K

Net assets (EOY)

$340K

People on this filing

TARA Evans, for TAG Resources signed Planning Strategies LLC's 2024 Form 5500 as plan administrator.

TARA Evans, for TAG Resources — 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

Planning Strategies LLC's EIN is 83-1285135.

EIN 83-1285135

Plan number 001

Plan year 2024

ACK ID 20250530154542NAL0008228513001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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