P 401(k) Plan Report

Stable plan record

JAMES AND REBECCA MORGAN CHARI 401(K) PROFIT SHARING PLAN & TRUST

Sponsored by JAMES AND REBECCA MORGAN CHARI · EIN/PN 202029688-001

Selected filing history

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

Employer money per active participant
2025
$12,885
Administrative cost per participant
2025
$30
Active participants
2025
2
Total plan assets
2025
$1,326,756
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260416170556NAL00215818730012$12,885
Public filing identifier

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