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FINANCIAL PLANNING ASSOCIATION

EIN 84-1521488-financial services-Latest filing 2025
Plans
1
Retirement
1
$7.5M assets
Welfare
0
Participants
48
1290 NORTH BROADWAY SUITE 1625 - DENVER, CO 80203303-867-7102financialplanningassociation.orgLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filing
#002401k-$7.5M - 48 part

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Retirement#002

FINANCIAL PLANNING ASSOCIATION 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$7.5M
Participants48
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002FINANCIAL PLANNING ASSOCIATION 401(K) PROFIT SHARING PLAN & TRUST401k$7.5M482025
Retirement plans
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