P 401(k) Plan Report

Stable plan record

HERITAGE WEALTH MANAGEMENT GROUP 401(K) PLAN

Sponsored by HERITAGE WEALTH MANAGEMENT GROUP · EIN/PN 272689898-001

Selected filing history

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

Employer money per active participant
2025
$1,254
Administrative cost per participant
2025
$1
Active participants
2025
6
Total plan assets
2025
$20,075
Participant loans as a share of assets
2025
0.0%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260724092309NAL00215429940016$1,254
Public filing identifier

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