Name: Bay Area Planning & Financial Group, Inc. DBA Planning & Financial ADV — Form 5500 Plan 004 (2022)
Creator: Bay Area Planning & Financial Group, Inc. DBA Planning & Financial ADV
License: https://www.usa.gov/government-works

Question 1

Who is the plan administrator for Bay Area Planning & Financial Group, Inc. DBA Planning & Financial ADV?

Accepted Answer

Edmund WONG signed Bay Area Planning & Financial Group, Inc. DBA Planning & Financial ADV's 2022 Form 5500 as plan administrator.

Question 2

What is Bay Area Planning & Financial Group, Inc. DBA Planning & Financial ADV's EIN?

Accepted Answer

Bay Area Planning & Financial Group, Inc. DBA Planning & Financial ADV's EIN is 91-1951066.

Question 3

Where can I get Bay Area Planning & Financial Group, Inc. DBA Planning & Financial ADV's Form 5500?

Accepted Answer

Download the official 2022 Form 5500 (PDF) for Bay Area Planning & Financial Group, Inc. DBA Planning & Financial ADV from the U.S. Department of Labor's EFAST2 system. You can also view the full filing data on this page.

Question 4

How big is Bay Area Planning & Financial Group, Inc. DBA Planning & Financial ADV's plan?

Accepted Answer

Bay Area Planning & Financial Group, Inc. DBA Planning & Financial ADV's plan reported $2.2M in assets and 1 participants for 2022.

Question 5

What features does Bay Area Planning & Financial Group, Inc. DBA Planning & Financial ADV's plan have?

Accepted Answer

Bay Area Planning & Financial Group, Inc. DBA Planning & Financial ADV's plan includes a cash-balance formula.

Bay Area Planning & Financial Group, Inc. DBA Planning & Financial ADV

Service providers (Schedule C)

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