How big is GMS Planning, LLC's plan?

GMS Planning, LLC's plan reported $4.3M in assets and 9 participants for 2025.

Original filing (PDF)20260504160010NAL0000036016001

GMS Planning, LLC

Name: GMS Planning, LLC — GMS Planning LLC 401(k) Plan, Form 5500 (2025)
Creator: GMS Planning, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

GMS Planning LLC 401(k) Plan

401(k) retirement plan · GMS Planning, LLC's GMS Planning LLC 401(k) Plan held $4.3M in plan assets for 9 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.3M

Net assets (EOY)

$4.3M

People on this filing

Joel Shirey signed GMS Planning, LLC's 2025 Form 5500 as plan administrator.

Joel Shirey — 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

GMS Planning, LLC's EIN is 87-1485449.

EIN 87-1485449

Plan number 001

Plan year 2025

ACK ID 20260504160010NAL0000036016001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for GMS Planning, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

GMS Planning, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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