P 401(k) Plan Report

Stable plan record

WERTZ & DAKE, P.C. PROFIT SHARING PLAN

Sponsored by WERTZ & DAKE, P.C. · EIN/PN 421438171-001

Selected filing history

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

Employer money per active participant
2025
$2,118
Administrative cost per participant
2025
$3,732
Active participants
2025
8
Total plan assets
2025
$3,578,691
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260611160220NAL00159474580018$2,118
Public filing identifier

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