P 401(k) Plan Report

Stable plan record

UNITED FINANCIAL PLANNING GROUP 401(K) PLAN

Sponsored by UNITED FINANCIAL PLANNING GROUP LLC · EIN/PN 261490585-001

Selected filing history

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

Employer money per active participant
2025
$3,588
Administrative cost per participant
2025
$128
Active participants
2025
5
Total plan assets
2025
$628,307
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260422221014NAL00022189470815$3,588
Public filing identifier

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