Original filing (PDF)20250530154542NAL0008228513001

PLANNING STRATEGIES LLC

Name: PLANNING STRATEGIES LLC — IMPACT WEALTH PLANNERS, LLC 401(K) PLAN, Form 5500 (2024)
Creator: PLANNING STRATEGIES LLC

Form 5500-SF

FILING_RECEIVED

IMPACT WEALTH PLANNERS, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$340K

Net assets (EOY)

$340K

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.

Decision-maker contacts

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

Plan sponsor

Name

PLANNING STRATEGIES LLC

EIN

83-1285135

Address

6800 COLLEGE BLVD, SUITE 630 · OVERLAND PARK, KS · 66212

Phone

(573) 356-9474

Industry

Finance & Insurancesee all

Plan administrator

Name

ADMINISTRATIVE GROUP, LLC DBA TAG RESOURCES

EIN

42-1484983

City

KNOXVILLE, TN

Phone

(865) 670-1844

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-30

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

NORTHERN NEVADA ADVISOR SERVICES

NORTHERN NEVADA ADVISOR SERVICES 401K PROFIT SHARING PLAN

$340K · 8 participants

INTEGRATED CAPITAL STRATEGIES, LLC

ACRE EQUITY MANAGEMENT, LLC 401(K) PLAN

$340K · 3 participants

TWMG CORE, LLC

TRIUMPH FINANCIAL GROUP 401(K) PLAN

$341K · 10 participants

WEALTH ADVISORS LLC

WEALTH, TAX AND INSURANCE ADVISORS, LLC 401(K) PLAN

$341K · 9 participants

ESTATE & TRUST ADVISORS

ESTATE & TRUST ADVISORS PROFIT SHARING 401(K) PLAN