P 401(k) Plan Report

Stable plan record

DANA L. WALES CFP 401(K) PROFIT SHARING PLAN

Sponsored by DANA L. WALES, CFP · EIN/PN 383245721-001

Selected filing history

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

Employer money per active participant
2025
$4,100
Administrative cost per participant
2025
$304
Active participants
2025
10
Total plan assets
2025
$1,206,262
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260707092339NAL003224289800110$4,100
Public filing identifier

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