P 401(k) Plan Report

Stable plan record

CENTRIC WEALTH MANAGEMENT, LLC 401(K) PLAN & TRUST

Sponsored by CENTRIC WEALTH MANAGEMENT, LLC · EIN/PN 205122562-001

Selected filing history

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

Employer money per active participant
2025
$4,035
Administrative cost per participant
2025
$771
Active participants
2025
16
Total plan assets
2025
$1,818,101
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260714151024NAL000224617600116$4,035
Public filing identifier

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