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

Stable plan record

WEALTH STRATEGIES & MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST

Sponsored by WEALTH STRATEGIES & MANAGEMENT · EIN/PN 460554280-001

Selected filing history

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

Employer money per active participant
2025
$18,909
Administrative cost per participant
2025
$17
Active participants
2025
6
Total plan assets
2025
$2,681,686
Participant loans as a share of assets
2025
0.3%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260710153641NAL00016227690016$18,909
Public filing identifier

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