P 401(k) Plan Report

Stable plan record

SPENCER WILSON FINANCIAL MANAGEMENT SERVICES -401K

Sponsored by SPENCER WILSON FINANCIAL MANAGEM · EIN/PN 274412200-001

Selected filing history

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

Employer money per active participant
2025
$2,397
Administrative cost per participant
2025
$84
Active participants
2025
2
Total plan assets
2025
$50,456
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260528050324NAL00080604490012$2,397
Public filing identifier

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