P PlanScore

Stable plan record

MONTEREY FINANCIAL SERVICES, LLC 401(K) PLAN AND TRUST

Sponsored by MONTEREY FINANCIAL SERVICES, LLC · EIN/PN 330369207-003

Selected filing history

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

Employer contributions reported per active participant
2022
$1,825
2023
$1,685
Plan-paid administrative expenses per participant
2022
$581
2023
$694
Active participants
2022
84
2023
90
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202320241014164631NAL002789574500190$1,685
202220231016180813NAL007760472200184$1,825
Public filing identifier

The EIN and plan number are public filing identifiers. PlanScore does not expose unrelated personal data.