P 401(k) Plan Report

Stable plan record

WEALTH MANAGEMENT STRATEGIES, INC. 401(K) RETIREMENT & PROFIT SHARING PLAN

Sponsored by WEALTH MANAGEMENT STRATEGIES, INC. · EIN/PN 251665213-001

Selected filing history

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

Employer money per active participant
2025
$9,778
Administrative cost per participant
2025
$94
Active participants
2025
5
Total plan assets
2025
$914,352
Participant loans as a share of assets
2025
0.1%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260623101743NAL00087129600015$9,778
Public filing identifier

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