P 401(k) Plan Report

Stable plan record

FAMILY WEALTH AND LEGACY LLC 401(K) PROFIT SHARING PLAN & TRUST

Sponsored by FAMILY WEALTH AND LEGACY LLC · EIN/PN 275285722-001

Selected filing history

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

Employer money per active participant
2025
$1,856
Administrative cost per participant
2025
$601
Active participants
2025
9
Total plan assets
2025
$882,761
Participant loans as a share of assets
2025
0.4%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260622082747NAL00060027370019$1,856
Public filing identifier

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