BAY AREA PLANNING & FINANCIAL GROUP, INC. DBA PLANNING & FINANCIAL ADV
Form 5500-SF
FILING_RECEIVED
PFA CASH BALANCE PLAN
Defined-benefit pension plan
Active participants
1
Accounts w/ balance
—
Plan assets (EOY)
$2.2M
Net assets (EOY)
$2.2M
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 50% of scoring inputs for this filing.
Compliance & integrity
100
Total plan cost
n/a
Plan health
n/a
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BAY AREA PLANNING & FINANCIAL GROUP, INC. DBA PLANNING & FINANCIAL ADV.
Plan sponsor
Name
BAY AREA PLANNING & FINANCIAL GROUP, INC. DBA PLANNING & FINANCIAL ADV
EIN
91-1951066
Address
6 PETALUMA BLVD NORTH SUITE B3 · PETALUMA, CA · 94952
