How big is Prinze Foundational Planning Inc.'s plan?

Prinze Foundational Planning Inc.'s plan reported $31K in assets and 3 participants for 2023.

Original filing (PDF)20240611154644NAL0050008032001

Prinze Foundational Planning Inc.

Name: Prinze Foundational Planning Inc. — Prinze Foundatio, Form 5500 (2023)
Creator: Prinze Foundational Planning Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Prinze Foundational Planning Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Prinze Foundational Planning Inc.'s Prinze Foundational Planning Inc. 401(k) Profit Sharing Plan held $31K in plan assets for 3 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$31K

Net assets (EOY)

$31K

Plan identifiers

Prinze Foundational Planning Inc.'s EIN is 88-4094890.

EIN 88-4094890

Plan number 001

Plan year 2023

ACK ID 20240611154644NAL0050008032001

Official Form 5500 document

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

Download the official 2023 Form 5500 (PDF)

Plan features

Prinze Foundational Planning Inc.'s plan includes profit-sharing, a 401(k) feature, 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 PRINZE FOUNDATIONAL PLANNING INC.

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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