P 401(k) Plan Report

Stable plan record

CAPE COD WEALTH STRATEGIES & I 401(K) PROFIT SHARING PLAN & TRUST

Sponsored by CAPE COD WEALTH STRATEGIES & I · EIN/PN 262262773-001

Selected filing history

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

Employer money per active participant
2025
$2,430
Administrative cost per participant
2025
$690
Active participants
2025
2
Total plan assets
2025
$248,117
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260413091404NAL00218867540012$2,430
Public filing identifier

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