P 401(k) Plan Report

Stable plan record

PERSONAL WEALTH ADVISORY, LLC PROFIT SHARING & SAVINGS PLAN

Sponsored by PERSONAL WEALTH ADVISORY, LLC · EIN/PN 134226075-001

Selected filing history

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

Employer money per active participant
2025
$9,640
Administrative cost per participant
2025
$6
Active participants
2025
8
Total plan assets
2025
$4,105,141
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260522092516NAL00033507710018$9,640
Public filing identifier

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