P 401(k) Plan Report

Stable plan record

BATTS, MORRISON, WALES & LEE, P.A. 401(K) PROFIT SHARING PLAN

Sponsored by BATTS, MORRISON, WALES & LEE, P.A. · EIN/PN 204193611-001

Selected filing history

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

Employer money per active participant
2025
$4,862
Administrative cost per participant
2025
Not reported
Active participants
2025
33
Total plan assets
2025
$5,853,358
Participant loans as a share of assets
2025
0.0%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260709105840NAL000033225900133$4,862
Public filing identifier

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