How big is Positive Planning Wealth Advisor's plan?

Positive Planning Wealth Advisor's plan reported $971K in assets and 1 participants for 2024.

Original filing (PDF)20251006140049NAL0006555296001

Positive Planning Wealth Advisor

Name: Positive Planning Wealth Advisor — Positive Planning, Form 5500 (2024)
Creator: Positive Planning Wealth Advisor
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Positive Planning Wealth Advisors, LLC 401(k) Plan

401(k) retirement plan · Positive Planning Wealth Advisor's Positive Planning Wealth Advisors, LLC 401(k) Plan held $971K in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$971K

Net assets (EOY)

$971K

People on this filing

Shirley Horner signed Positive Planning Wealth Advisor'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

Positive Planning Wealth Advisor's EIN is 99-0791654.

EIN 99-0791654

Plan number 001

Plan year 2024

ACK ID 20251006140049NAL0006555296001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Positive Planning Wealth Advisor from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Positive Planning Wealth Advisor's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for POSITIVE PLANNING WEALTH ADVISOR.

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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