Stable plan record

NOELLE DANIEL WEALTH MANAGEMEN 401(K) PROFIT SHARING PLAN & TRUST

Sponsored by NOELLE DANIEL WEALTH MANAGEMEN · EIN/PN 275247930-001

Selected filing history

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

Employer money per active participant
2025
$4,040
Administrative cost per participant
2025
$675
Active participants
2025
2
Total plan assets
2025
$241,096
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260423122126NAL00047473930012$4,040
Public filing identifier

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