P 401(k) Plan Report

Stable plan record

ATHERTON WEALTH ADVISORS, INC. 401(K) PLAN

Sponsored by ATHERTON WEALTH ADVISORS, INC. · EIN/PN 208541501-001

Selected filing history

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

Employer money per active participant
2025
$28,008
Administrative cost per participant
2025
$90
Active participants
2025
3
Total plan assets
2025
$2,351,871
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260722180809NAL00098712670013$28,008
Public filing identifier

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