P 401(k) Plan Report

Stable plan record

HARVEY WEALTH MANAGEMENT LLC 401(K) PLAN

Sponsored by HARVEY WEALTH MANAGEMENT LLC · EIN/PN 260893954-001

Selected filing history

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

Employer money per active participant
2025
$13,129
Administrative cost per participant
2025
$132
Active participants
2025
5
Total plan assets
2025
$631,012
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260624214508NAL00105865440015$13,129
Public filing identifier

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