Stable plan record

NEW WELLINGTON FINANCIAL, LLC 401(K) PROFIT SHARING PLAN

Sponsored by NEW WELLINGTON FINANCIAL, LLC · EIN/PN 592065992-001

Selected filing history

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

Employer money per active participant
2025
$1,911
Administrative cost per participant
2025
$1,907
Active participants
2025
8
Total plan assets
2025
$3,251,699
Participant loans as a share of assets
2025
0.4%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260320102637NAL00049191370018$1,911
Public filing identifier

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