P 401(k) Plan Report

Stable plan record

PLANNED FINANCIAL SERVICES, LLC 401(K) RETIREMENT PLAN

Sponsored by PLANNED FINANCIAL SERVICES, LLC · EIN/PN 341922754-001

Selected filing history

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

Employer money per active participant
2025
$4,794
Administrative cost per participant
2025
Not reported
Active participants
2025
12
Total plan assets
2025
$4,317,632
Participant loans as a share of assets
2025
0.8%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260416142459NAL003712459400112$4,794
Public filing identifier

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