How big is Proactive Marketing Inc.'s plan?

Proactive Marketing Inc.'s plan reported $253K in assets and 25 participants for 2024.

Original filing (PDF)20250721091351NAL0000468435001

Proactive Marketing Inc.

Name: Proactive Marketing Inc. — Patio Plus, Form 5500 (2024)
Creator: Proactive Marketing Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Patio Plus

401(k) retirement plan · Proactive Marketing Inc.'s Patio Plus held $253K in plan assets for 25 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$253K

Net assets (EOY)

$253K

People on this filing

Shirley Horner signed Proactive Marketing Inc.'s 2024 Form 5500 as plan administrator.

Shirley Horner — 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

Proactive Marketing Inc.'s EIN is 91-1912507.

EIN 91-1912507

Plan number 001

Plan year 2024

ACK ID 20250721091351NAL0000468435001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Proactive Marketing Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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