How big is Financial Planning Association's plan?

Financial Planning Association's plan reported $8.7M in assets and 22 participants for 2024.

Original filing (PDF)20250926092752NAL0009956448001

Financial Planning Association

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

Form 5500-SF

FILING_RECEIVED

Financial Planning Association 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Financial Planning Association's Financial Planning Association 401(k) Profit Sharing Plan & Trust held $8.7M in plan assets for 22 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.7M

Net assets (EOY)

$8.7M

People on this filing

Dennis Moore signed Financial Planning Association's 2024 Form 5500 as plan administrator.

Dennis Moore — 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

Financial Planning Association's EIN is 84-1521488.

EIN 84-1521488

Plan number 002

Plan year 2024

ACK ID 20250926092752NAL0009956448001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Financial Planning Association'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 FINANCIAL PLANNING ASSOCIATION.

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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 (98th percentile).

Plan sponsor

Name

FINANCIAL PLANNING ASSOCIATION

EIN

all filings

Address

1290 NORTH BROADWAY SUITE 1625 · DENVER, CO · 80203

Phone

(303) 867-7136

Industry

Other Services (ex. Public Admin)

Plan administrator