How big is All Needs Planning LLC's plan?

All Needs Planning LLC's plan reported $62K in assets and 4 participants for 2025.

Original filing (PDF)20260505220518NAL0001334481022

All Needs Planning LLC

Name: All Needs Planning LLC — All Needs Planning LLC, Form 5500 (2025)
Creator: All Needs Planning LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

All Needs Planning LLC 401(k) Plan

401(k) retirement plan · All Needs Planning LLC's All Needs Planning LLC 401(k) Plan held $62K in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$62K

Net assets (EOY)

$62K

People on this filing

Elantha Barry signed All Needs Planning LLC's 2025 Form 5500 as plan administrator.

Elantha Barry — 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

All Needs Planning LLC's EIN is 99-0645465.

EIN 99-0645465

Plan number 001

Plan year 2025

ACK ID 20260505220518NAL0001334481022

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for All Needs Planning LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

All Needs Planning LLC'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 ALL NEEDS PLANNING LLC.

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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