Original filing (PDF)20250328193006NAL0003156066001

FINANCIAL & ESTATE PLANNING, INC

Name: FINANCIAL & ESTATE PLANNING, INC — FINANCIAL & ESTATE PLANNING INC 401K PSP, Form 5500 (2023)
Creator: FINANCIAL & ESTATE PLANNING, INC

Form 5500-SF

FILING_RECEIVED

FINANCIAL & ESTATE PLANNING INC 401K PSP

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FINANCIAL & ESTATE PLANNING, INC.

Plan sponsor

Name

FINANCIAL & ESTATE PLANNING, INC

EIN

93-1245814

Address

2192 NE STEPHENS ST · ROSEBURG, OR · 97470

Phone

(541) 440-6868

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-03-28

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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