How big is Powell Planning and Consulting, LLC's plan?

Powell Planning and Consulting, LLC's plan reported $330K in assets and 3 participants for 2024.

Original filing (PDF)20251016074404NAL0003275603001

Powell Planning and Consulting, LLC

Name: Powell Planning and Consulting, LLC — Powell Plannin, Form 5500 (2024)
Creator: Powell Planning and Consulting, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Powell Planning and Consulting 401(k) Plan

401(k) retirement plan · Powell Planning and Consulting, LLC's Powell Planning and Consulting 401(k) Plan held $330K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$330K

Net assets (EOY)

$330K

Plan identifiers

Powell Planning and Consulting, LLC's EIN is 86-2157342.

EIN 86-2157342

Plan number 001

Plan year 2024

ACK ID 20251016074404NAL0003275603001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Powell Planning and Consulting, 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 POWELL PLANNING AND CONSULTING, 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