P 401(k) Plan Report

Stable plan record

STONEBRIDGE WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST

Sponsored by STONEBRIDGE WEALTH MANAGEMENT · EIN/PN 273940995-001

Selected filing history

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

Employer money per active participant
2025
$26,243
Administrative cost per participant
2025
$2,542
Active participants
2025
4
Total plan assets
2025
$2,250,852
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260211095316NAL00027498750014$26,243
Public filing identifier

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