P 401(k) Plan Report

Stable plan record

DAVID L. ATON, CFP 401(K) PLAN

Sponsored by DAVID L. ATON, CFP · EIN/PN 204240119-001

Selected filing history

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

Employer money per active participant
2025
$5,242
Administrative cost per participant
2025
-$70
Active participants
2025
4
Total plan assets
2025
$591,357
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260518161231NAL00002255230014$5,242
Public filing identifier

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