Stable plan record

NEAL WEALTH MANAGEMENT 401(K) RETIREMENT PLAN

Sponsored by NEAL WEALTH MANAGEMENT, PLLC · EIN/PN 263871348-001

Selected filing history

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

Employer money per active participant
2025
Not reported
Administrative cost per participant
2025
$122
Active participants
2025
4
Total plan assets
2025
$1,167,234
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260720164732NAL00120925600014Not reported
Public filing identifier

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