P 401(k) Plan Report

Stable plan record

FAMILY WEALTH MANAGEMENT GROUP 401(K) PROFIT SHARING PLAN & TRUST

Sponsored by FAMILY WEALTH MANAGEMENT GROUP · EIN/PN 582504552-001

Selected filing history

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

Employer money per active participant
2025
$1,234
Administrative cost per participant
2025
$750
Active participants
2025
4
Total plan assets
2025
$342,116
Participant loans as a share of assets
2025
6.3%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260723161709NAL00178487840014$1,234
Public filing identifier

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