Planahead, LLC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Planahead, LLC
  • Sponsor EIN: 020586040
  • Sponsor Address: 12100 WILSHIRE BLVD, SANTA MONICA, CA, 90025
  • Plan Type: 401(k)
  • Total Participants: 16
  • Total Assets: $9.2M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202416$9.2M$228,252$212,093
202316$8.0M$124,938$207,507
202217$6.7M$184,232$189,919

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