P 401(k) Plan Report

Stable plan record

MILTON WEALTH ADVISORS, INC. 401(K) PROFIT SHARING PLAN

Sponsored by MILTON WEALTH ADVISORS, INC. · EIN/PN 330935983-001

Selected filing history

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

Employer money per active participant
2025
$14,423
Administrative cost per participant
2025
$478
Active participants
2025
5
Total plan assets
2025
$846,948
Participant loans as a share of assets
2025
3.1%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260601115923NAL00149259040015$14,423
Public filing identifier

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