P 401(k) Plan Report

Stable plan record

PRIVATE WEALTH PARTNERS LLC 401K PROFIT SHARING PLAN AND TRUST

Sponsored by PRIVATE WEALTH PARTNERS LLC · EIN/PN 202154638-001

Selected filing history

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

Employer money per active participant
2025
$5,472
Administrative cost per participant
2025
$5
Active participants
2025
12
Total plan assets
2025
$2,731,076
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260613110519NAL000758939300112$5,472
Public filing identifier

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