How big is Planwest Partners Inc.'s plan?

Planwest Partners Inc.'s plan reported $768K in assets and 8 participants for 2024.

Original filing (PDF)20250505172230NAL0012964928001

Planwest Partners Inc.

Name: Planwest Partners Inc. — Planwest Partners Inc., Form 5500 (2024)
Creator: Planwest Partners Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Planwest Partners Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Planwest Partners Inc.'s Planwest Partners Inc. 401(k) Profit Sharing Plan held $768K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$768K

Net assets (EOY)

$768K

Plan identifiers

Planwest Partners Inc.'s EIN is 90-0262382.

EIN 90-0262382

Plan number 001

Plan year 2024

ACK ID 20250505172230NAL0012964928001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Planwest Partners Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Planwest Partners Inc.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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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