Stable plan record

CREST FINANCIAL STRATEGIES LLC 401(K) PROFIT SHARING PLAN & TRUST

Sponsored by CREST FINANCIAL STRATEGIES LLC · EIN/PN 273056261-002

Selected filing history

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

Employer money per active participant
2025
$10,308
Administrative cost per participant
2025
$353
Active participants
2025
5
Total plan assets
2025
$839,265
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260716093620NAL00041572330015$10,308
Public filing identifier

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