How big is JC Planning Solutions, LLC's plan?

JC Planning Solutions, LLC's plan reported $2K in assets and 1 participants for 2024.

Original filing (PDF)20250425221045NAL0005717667046

JC Planning Solutions, LLC

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

Form 5500-SF

FILING_RECEIVED

JC Planning Solutions, LLC 401(k) Plan

401(k) retirement plan · JC Planning Solutions, LLC's JC Planning Solutions, LLC 401(k) Plan held $2K in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2K

Net assets (EOY)

$2K

People on this filing

QIAN LIU signed JC Planning Solutions, LLC's 2024 Form 5500 as plan administrator.

QIAN LIU — 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

JC Planning Solutions, LLC's EIN is 84-2824817.

EIN 84-2824817

Plan number 001

Plan year 2024

ACK ID 20250425221045NAL0005717667046

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

JC Planning Solutions, 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 JC PLANNING SOLUTIONS, 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