P 401(k) Plan Report

Stable plan record

DANIEL N. SAXE CFP 401(K) PSP

Sponsored by DANIEL N. SAXE INCOME TAX, INC. DBA DANIEL N. SAXE CFP · EIN/PN 113141193-001

Selected filing history

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

Employer money per active participant
2025
$5,856
Administrative cost per participant
2025
$0
Active participants
2025
3
Total plan assets
2025
$624,061
Participant loans as a share of assets
2025
2.4%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260714142112NAL00023462580013$5,856
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.