P 401(k) Plan Report

Stable plan record

COLLIE FINANCIAL PLANNING, INC. RETIREMENT TRUST

Sponsored by COLLIE FINANCIAL PLANNING, INC. · EIN/PN 202485024-001

Selected filing history

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

Employer money per active participant
2025
$4,562
Administrative cost per participant
2025
$156
Active participants
2025
2
Total plan assets
2025
$661,238
Participant loans as a share of assets
2025
0.0%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260604151815NAL00024404020012$4,562
Public filing identifier

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