P 401(k) Plan Report

Stable plan record

INTEGRATED FINANCIAL STRATEGIES, INC 401(K) PLAN

Sponsored by INTEGRATED FINANCIAL STRATEGIES, INC. · EIN/PN 232730648-001

Selected filing history

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

Employer money per active participant
2025
$1,809
Administrative cost per participant
2025
$507
Active participants
2025
10
Total plan assets
2025
$1,459,824
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260421081808NAL000241001700110$1,809
Public filing identifier

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