P 401(k) Plan Report
P 401(k) Plan Report

Stable plan record

LIBERTY WEALTH MANAGEMENT 401K PLAN

Sponsored by LIBERTY WEALTH MANAGEMENT · EIN/PN 455488542-001

Selected filing history

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

Employer money per active participant
2025
$24,009
Administrative cost per participant
2025
$796
Active participants
2025
2
Total plan assets
2025
$977,144
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260714163147NAL00018246890012$24,009
Public filing identifier

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