P 401(k) Plan Report

Stable plan record

COLLABORATIVE WEALTH 401(K) & PROFIT SHARE

Sponsored by COLLABORATIVE WEALTH MANAGEMENT, INC. · EIN/PN 352280124-001

Selected filing history

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

Employer money per active participant
2025
$3,970
Administrative cost per participant
2025
$87
Active participants
2025
14
Total plan assets
2025
$2,050,185
Participant loans as a share of assets
2025
1.5%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260630115216NAL001060769900114$3,970
Public filing identifier

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