P 401(k) Plan Report

Stable plan record

MATHIS WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN

Sponsored by LARRY MATHIS FINANCIAL PLANNING, L.L.C. · EIN/PN 201876695-001

Selected filing history

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

Employer money per active participant
2025
$12,084
Administrative cost per participant
2025
$20
Active participants
2025
6
Total plan assets
2025
$1,632,057
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260618095147NAL00043379060026$12,084
Public filing identifier

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