P 401(k) Plan Report

Stable plan record

ALPHA OMEGA WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN

Sponsored by ALPHA OMEGA WEALTH MANAGEMENT, LLC · EIN/PN 264404477-001

Selected filing history

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

Employer money per active participant
2025
$21,942
Administrative cost per participant
2025
Not reported
Active participants
2025
9
Total plan assets
2025
$11,093,362
Participant loans as a share of assets
2025
0.2%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260330140155NAL00111405770019$21,942
Public filing identifier

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