P 401(k) Plan Report

Stable plan record

ACCESS WEALTH PLANNING, LLC 401(K) PLAN

Sponsored by ACCESS WEALTH PLANNING, LLC · EIN/PN 223772797-001

Selected filing history

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

Employer money per active participant
2025
$10,736
Administrative cost per participant
2025
$374
Active participants
2025
12
Total plan assets
2025
$3,463,105
Participant loans as a share of assets
2025
0.0%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260721154414NAL001101915300112$10,736
Public filing identifier

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