Stable plan record

NEXT LEVEL PLANNING & WEALTH MANAGEMENT 401(K) PLAN

Sponsored by NEXT LEVEL PLANNING & WEALTH MANAGEMENT · EIN/PN 392041898-001

Selected filing history

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

Employer money per active participant
2025
$1,941
Administrative cost per participant
2025
$565
Active participants
2025
24
Total plan assets
2025
$3,045,057
Participant loans as a share of assets
2025
0.6%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260720094846NAL001232460800124$1,941
Public filing identifier

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