P 401(k) Plan Report

Stable plan record

CHARLETON FINANCIAL 401(K) PLAN

Sponsored by MICHAEL J. CHARLETON JR. CFP CFS INC. · EIN/PN 161554555-002

Selected filing history

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

Employer money per active participant
2025
$12,834
Administrative cost per participant
2025
$954
Active participants
2025
4
Total plan assets
2025
$944,647
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260513111759NAL00075066890014$12,834
Public filing identifier

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