P 401(k) Plan Report

Stable plan record

CHATHAM WEALTH MANAGEMENT 401(K) SAFE HARBOR PROFIT SHARING PLAN

Sponsored by CHATHAM WEALTH MANAGEMENT · EIN/PN 223751240-001

Selected filing history

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

Employer money per active participant
2025
$14,370
Administrative cost per participant
2025
Not reported
Active participants
2025
5
Total plan assets
2025
$2,064,057
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260605204036NAL00021281930015$14,370
Public filing identifier

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