P 401(k) Plan Report

Stable plan record

COLLIER WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN

Sponsored by COLLIER WEALTH MANAGEMENT, INC. · EIN/PN 201310108-001

Selected filing history

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

Employer money per active participant
2025
$20,417
Administrative cost per participant
2025
Not reported
Active participants
2025
7
Total plan assets
2025
$4,419,510
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260513083540NAL00149979700017$20,417
Public filing identifier

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