How big is Professional Planning & Wealth, LLC's plan?

Professional Planning & Wealth, LLC's plan reported $1.6M in assets and 4 participants for 2024.

Original filing (PDF)20250730135859NAL0004195601001

Professional Planning & Wealth, LLC

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

Form 5500-SF

FILING_RECEIVED

Professional Planning & Wealth 401(k) Plan

401(k) retirement plan · Professional Planning & Wealth, LLC's Professional Planning & Wealth 401(k) Plan held $1.6M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan identifiers

Professional Planning & Wealth, LLC's EIN is 84-4780285.

EIN 84-4780285

Plan number 001

Plan year 2024

ACK ID 20250730135859NAL0004195601001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Professional Planning & Wealth, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

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