P 401(k) Plan Report

Stable plan record

CFA SOCIETY OF WASHINGTON DC 401(K) PROFIT SHARING PLAN & TRUST

Sponsored by CFA SOCIETY OF WASHINGTON DC · EIN/PN 237360649-001

Selected filing history

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

Employer money per active participant
2025
$4,800
Administrative cost per participant
2025
$248
Active participants
2025
2
Total plan assets
2025
$315,318
Participant loans as a share of assets
2025
0.3%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260415205611NAL00120279390012$4,800
Public filing identifier

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