Stable plan record

CAPTIVE PLANNING ASSOCIATES 401K PLAN

Sponsored by CAPTIVE PLANNING ASSOCIATES LLC · EIN/PN 208979061-001

Selected filing history

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

Employer money per active participant
2025
$5,348
Administrative cost per participant
2025
$1
Active participants
2025
10
Total plan assets
2025
$2,868,615
Participant loans as a share of assets
2025
0.0%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260521124106NAL000270078400110$5,348
Public filing identifier

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