P 401(k) Plan Report

Stable plan record

EXECUTIVE WEALTH MANAGEMENT 401(K) PLAN

Sponsored by EXECUTIVE WEALTH MANAGEMENT, LLC · EIN/PN 262459062-001

Selected filing history

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

Employer money per active participant
2025
$24,549
Administrative cost per participant
2025
$52
Active participants
2025
2
Total plan assets
2025
$101,588
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260501220830NAL00011794110252$24,549
Public filing identifier

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