P 401(k) Plan Report

Stable plan record

TIMOTHY R. IPPISCH 401(K) PROFIT SHARING PLAN

Sponsored by TRI WEALTH MANAGEMENT & FINANCIAL PLANNING, LLC · EIN/PN 475160862-001

Selected filing history

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

Employer money per active participant
2025
$25,838
Administrative cost per participant
2025
$1,702
Active participants
2025
5
Total plan assets
2025
$3,277,731
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260504070004NAL00045818720015$25,838
Public filing identifier

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