[ EIN: 01-0603882 | Plan No. 002 ]
Form 5500 filing classifies THE ECKROTH PLANNING GROUP, INC. CASH BALANCE PENSION PLAN & TRUST as a Defined Benefit plan, sponsored by THE ECKROTH PLANNING GROUP, INC.. The plan is a Small Plan with 8 participants and total assets of $2,982,588 reported for the 2023 plan year.
Plan Sponsor: THE ECKROTH PLANNING GROUP, INC.
Location: 2150 GULF SHORE BLVD NORTH, SUITE 7, NAPLES, FL 34102
EIN: 010603882
Plan Number: 002
Plan Year: 2023
Plan Size: Small Plan
Plan Entity Type: Defined Benefit
Plan Type: Defined Benefit
Participants: 8
Total Assets: $2,982,588
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