Planahead, LLC DB Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Planahead, LLC
  • Sponsor EIN: 020586040
  • Sponsor Address: 12100 WILSHIRE BL, SUITE 1120, SANTA MONICA, CA, 90025
  • Plan Type: DB
  • Total Participants: 16
  • Total Assets: $3.9M

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: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202416$3.9M$207,641$0
202316$3.7M$387,563$0
202215$3.0M$300,571$0

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