P 401(k) Plan Report

Stable plan record

LEGACY WEALTH PLANNING 401K PLAN AND TRUST

Sponsored by LEGACY WEALTH PLANNING LLC · EIN/PN 204458937-001

Selected filing history

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

Employer money per active participant
2025
$13,997
Administrative cost per participant
2025
$0
Active participants
2025
7
Total plan assets
2025
$5,273,284
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260317144151NAL00022827850017$13,997
Public filing identifier

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