P 401(k) Plan Report

Stable plan record

WILLIAM B. GREEN FINANCIAL SERVICES, INC. 401(K) PLAN

Sponsored by WILLIAM B. GREEN FINANCIAL SERVICES, INC. · EIN/PN 274676715-001

Selected filing history

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

Employer money per active participant
2025
$3,200
Administrative cost per participant
2025
$23
Active participants
2025
2
Total plan assets
2025
$526,304
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260709124810NAL00002557150012$3,200
Public filing identifier

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