P 401(k) Plan Report

Stable plan record

JOURNEY WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST

Sponsored by JOURNEY WEALTH MANAGEMENT LLC · EIN/PN 271787646-001

Selected filing history

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

Employer money per active participant
2025
$3,510
2025
$958
Administrative cost per participant
2025
$294
2025
$28
Active participants
2025
8
2025
9
Total plan assets
2025
$837,966
2025
$222,752
Participant loans as a share of assets
2025
0.2%
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260707153143NAL00250053920018$3,510
202520260707152919NAL00163906270019$958
Public filing identifier

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