P 401(k) Plan Report

Stable plan record

TAX & WEALTH MANAGEMENT LLP 401(K) PLAN

Sponsored by TAX & WEALTH MANAGEMENT LLP · EIN/PN 371616301-001

Selected filing history

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

Employer money per active participant
2025
$2,270
Administrative cost per participant
2025
$19
Active participants
2025
23
Total plan assets
2025
$2,523,524
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260204162545NAL000604965000123$2,270
Public filing identifier

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