P 401(k) Plan Report

Stable plan record

STERN & HEATWOLE FG PROFIT SHARING PLAN

Sponsored by STERN & HEATWOLE FINANCIAL GROUP, P.C. · EIN/PN 542043251-001

Selected filing history

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

Employer money per active participant
2025
$32,442
Administrative cost per participant
2025
$261
Active participants
2025
7
Total plan assets
2025
$6,082,001
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260415113009NAL00197492970017$32,442
Public filing identifier

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