How big is Consensus Planning, Inc.'s plan?

Consensus Planning, Inc.'s plan reported $2.3M in assets and 14 participants for 2024.

Original filing (PDF)20250403151812NAL0015965488001

Consensus Planning, Inc.

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

Form 5500-SF

FILING_RECEIVED

Consensus Planning, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Consensus Planning, Inc.'s Consensus Planning, Inc. 401(k) Profit Sharing Plan held $2.3M in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

People on this filing

James K Strozier signed Consensus Planning, Inc.'s 2024 Form 5500 as plan administrator.

James K Strozier — 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

Consensus Planning, Inc.'s EIN is 85-0389353.

EIN 85-0389353

Plan number 001

Plan year 2024

ACK ID 20250403151812NAL0015965488001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Consensus Planning, Inc.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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

Finding similar companies…

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