P 401(k) Plan Report

Stable plan record

INCOME & ASSET ADVISORY INC 401(K) PROFIT SHARING PLAN & TRUST

Sponsored by INCOME & ASSET ADVISORY INC · EIN/PN 133335155-001

Selected filing history

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

Employer money per active participant
2025
$2,654
Administrative cost per participant
2025
$655
Active participants
2025
5
Total plan assets
2025
$862,014
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260505094141NAL00009137610015$2,654
Public filing identifier

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