How big is Inspired EDU Planning's plan?

Inspired EDU Planning's plan reported $1K in assets and 2 participants for 2023.

Original filing (PDF)20250327132213NAL0026543856001

Inspired EDU Planning

Name: Inspired EDU Planning — Inspired EDU Planning SOCA, Form 5500 (2023)
Creator: Inspired EDU Planning
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Inspired EDU Planning SOCA Benefit Plan

Health & welfare plan · Inspired EDU Planning's Inspired EDU Planning SOCA Benefit Plan held $1K in plan assets for 2 participants in 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1K

Net assets (EOY)

$444

People on this filing

Matt Appenzeller signed Inspired EDU Planning's 2023 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

Inspired EDU Planning's EIN is 86-1775000.

EIN 86-1775000

Plan number 501

Plan year 2023

ACK ID 20250327132213NAL0026543856001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Inspired EDU Planning from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Inspired EDU Planning'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 INSPIRED EDU PLANNING.

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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