Stable plan record

KEATON SAMS WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST

Sponsored by KEATON SAMS WEALTH MANAGEMENT · EIN/PN 394977969-001

Selected filing history

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

Employer money per active participant
2025
$882
Administrative cost per participant
2025
$0
Active participants
2025
4
Total plan assets
2025
$7,337
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260424084203NAL00055951050014$882
Public filing identifier

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