Stable plan record

SIEGEL STRATEGIES, LLC 401(K) PROFIT SHARING PLAN

Sponsored by SIEGEL STRATEGIES, LLC · EIN/PN 452671125-001

Selected filing history

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

Employer money per active participant
2025
$10,500
Administrative cost per participant
2025
$4,719
Active participants
2025
2
Total plan assets
2025
$1,930,633
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260529113826NAL00183086900012$10,500
Public filing identifier

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