Stable plan record

THE CLEVELAND GROUP CERTIFIED PUBLIC ACCOUNTANTS & BUSINESS ADVISOR, LLC. 401(K) PROFIT SHARING PLAN

Sponsored by THE CLEVELAND GROUP, LLC · EIN/PN 204917696-001

Selected filing history

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

Employer money per active participant
2025
$3,535
Administrative cost per participant
2025
$806
Active participants
2025
16
Total plan assets
2025
$1,645,423
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260603103459NAL000195950500116$3,535
Public filing identifier

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