P 401(k) Plan Report

Stable plan record

THOMAS R. BATES, CFP, LLC 401(K) PLAN

Sponsored by THOMAS R. BATES, CFP, LLC · EIN/PN 262929793-001

Selected filing history

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

Employer money per active participant
2025
$1,920
Administrative cost per participant
2025
Not reported
Active participants
2025
3
Total plan assets
2025
$781,225
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260423072248NAL00024191230013$1,920
Public filing identifier

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