Stable plan record

TOLLESON WEALTH MANAGEMENT 401(K) PLAN

Sponsored by TOLLESON WEALTH MANAGEMENT, INC. · EIN/PN 030430021-001

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer contributions reported per active participant
2022
$5,237
2023
$5,745
2024
$6,203
Plan-paid administrative expenses per participant
2022
$9
2023
$19
2024
$25
Active participants
2022
222
2023
230
2024
214
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202420251007185850NAL0008727712001214$6,203
202320240909131356NAL0004528321001230$5,745
202220231005165148NAL0021669537001222$5,237
Public filing identifier

The EIN and plan number are public filing identifiers. PlanScore does not expose unrelated personal data.