P 401(k) Plan Report

Stable plan record

BEYOND WEALTH ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST

Sponsored by BEYOND WEALTH ADVISORS LLC · EIN/PN 372178346-001

Selected filing history

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

Employer money per active participant
2025
$3,978
Administrative cost per participant
2025
$14
Active participants
2025
15
Total plan assets
2025
$748,898
Participant loans as a share of assets
2025
0.1%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260410141318NAL001755942600115$3,978
Public filing identifier

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