P 401(k) Plan Report

Stable plan record

THE FINANCIAL GUYS 401K & PROFIT SHARING PLAN INDEPENDENT SOLUTIONS WEALTH MANAGEMENT & THE FINANCIAL GUYS INSURANCE AGENCY

Sponsored by THE FINANCIAL GUYS · EIN/PN 161614171-001

Selected filing history

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

Employer money per active participant
2025
$10,469
Administrative cost per participant
2025
Not reported
Active participants
2025
40
Total plan assets
2025
$4,155,198
Participant loans as a share of assets
2025
0.9%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260408133402NAL001088243300140$10,469
Public filing identifier

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