How big is Financial Plan, Inc.'s plan?

Financial Plan, Inc.'s plan reported $8.7M in assets and 16 participants for 2024.

Original filing (PDF)20250715170355NAL0002485953001

Financial Plan, Inc.

Name: Financial Plan, Inc. — Financial Plan, Inc. 401(k), Form 5500 (2024)
Creator: Financial Plan, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Financial Plan, Inc. 401(k) Plan

401(k) retirement plan · Financial Plan, Inc.'s Financial Plan, Inc. 401(k) Plan held $8.7M in plan assets for 16 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.7M

Net assets (EOY)

$8.7M

Plan identifiers

Financial Plan, Inc.'s EIN is 91-1813176.

EIN 91-1813176

Plan number 001

Plan year 2024

ACK ID 20250715170355NAL0002485953001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Financial Plan, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, 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 FINANCIAL PLAN, 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