P 401(k) Plan Report

Stable plan record

JAXWEALTH 401(K) PLAN

Sponsored by JACKSONVILLE WEALTH MANAGEMENT, LLC · EIN/PN 473765523-001

Selected filing history

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

Employer money per active participant
2025
$4,028
Administrative cost per participant
2025
$24
Active participants
2025
12
Total plan assets
2025
$1,561,602
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260609141603NAL000446531500112$4,028
Public filing identifier

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