P 401(k) Plan Report

Stable plan record

CHATTERTON & ASSOCIATES 401(K) PLAN

Sponsored by CHATTERTON & ASSOCIATES THE WEALTH MANAGEMENT TEAM, INC. · EIN/PN 200999213-001

Selected filing history

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

Employer money per active participant
2025
$755
Administrative cost per participant
2025
$24
Active participants
2025
33
Total plan assets
2025
$4,774,151
Participant loans as a share of assets
2025
1.0%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260521134043NAL000263621100133$755
Public filing identifier

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