P 401(k) Plan Report

Stable plan record

CAROLINA PLANNING CONSULTANTS, LLP 401(K) PLAN

Sponsored by CAROLINA PLANNING CONSULTANTS, LLP · EIN/PN 562230211-001

Selected filing history

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

Employer money per active participant
2025
$3,533
Administrative cost per participant
2025
$4,176
Active participants
2025
3
Total plan assets
2025
$2,089,582
Participant loans as a share of assets
2025
0.1%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260223123822NAL00011873600013$3,533
Public filing identifier

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