Stable plan record

BEACON FINANCIAL PLANNING, INC. 401(K) RETIREMENT PLAN

Sponsored by BEACON FINANCIAL PLANNING, INC. · EIN/PN 473289125-001

Selected filing history

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

Employer money per active participant
2025
$7,354
Administrative cost per participant
2025
Not reported
Active participants
2025
9
Total plan assets
2025
$822,261
Participant loans as a share of assets
2025
10.3%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260304055744NAL00018685150019$7,354
Public filing identifier

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