How big is Premier Planning Group's plan?

Premier Planning Group's plan reported $1K in assets and 3 participants for 2024.

Original filing (PDF)20251126140807NAL0007003328001

Premier Planning Group

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

Form 5500-SF

FILING_RECEIVED

Premier Planning Group SOCA Benefit Plan

Health & welfare plan · Premier Planning Group's Premier Planning Group SOCA Benefit Plan held $1K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1K

Net assets (EOY)

$443

People on this filing

Matt Appenzeller signed Premier Planning Group's 2024 Form 5500 as plan administrator.

Matt Appenzeller — 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

Premier Planning Group's EIN is 85-2382467.

EIN 85-2382467

Plan number 501

Plan year 2024

ACK ID 20251126140807NAL0007003328001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Premier Planning Group's plan includes health coverage.

Decision-maker contacts

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

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score