P 401(k) Plan Report

Stable plan record

SMA FINANCIAL INC 401(K) P/S PLAN

Sponsored by SMA FINANCIAL INC · EIN/PN 330842064-001

Selected filing history

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

Employer money per active participant
2025
$4,190
Administrative cost per participant
2025
$149
Active participants
2025
3
Total plan assets
2025
$71,547
Participant loans as a share of assets
2025
18.3%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260624133734NAL00080068330013$4,190
Public filing identifier

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