P 401(k) Plan Report

Stable plan record

CHARTIS WEALTH MANAGEMENT 401(K) PLAN

Sponsored by BRIAN G. DOBBINS · EIN/PN 472786811-001

Selected filing history

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

Employer money per active participant
2025
$19,321
Administrative cost per participant
2025
$0
Active participants
2025
5
Total plan assets
2025
$3,787,036
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260506171730NAL00028255840015$19,321
Public filing identifier

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