Stable plan record

THOMPSON WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST

Sponsored by THOMPSON WEALTH MANAGEMENT · EIN/PN 260408114-001

Selected filing history

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

Employer money per active participant
2025
$1,847
Administrative cost per participant
2025
$176
Active participants
2025
9
Total plan assets
2025
$246,461
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260610124956NAL00056000640019$1,847
Public filing identifier

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