P 401(k) Plan Report

Stable plan record

FAMILY WEALTH STRATEGIES 401K PLAN

Sponsored by FAMILY WEALTH STRATEGIES, LLC · EIN/PN 352734231-001

Selected filing history

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

Employer money per active participant
2025
$3,793
Administrative cost per participant
2025
$555
Active participants
2025
7
Total plan assets
2025
$363,480
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260525170926NAL00055606890017$3,793
Public filing identifier

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