P 401(k) Plan Report

Stable plan record

BWM RETIREMENT SAVINGS PLAN

Sponsored by BARFIELD & ASSOCIATES, PC DBA AS BARFIELD WEALTH MANAGEMENT · EIN/PN 640922777-001

Selected filing history

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

Employer money per active participant
2025
$2,635
Administrative cost per participant
2025
$75
Active participants
2025
4
Total plan assets
2025
$622,334
Participant loans as a share of assets
2025
26.4%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260714234301NAL00031038100014$2,635
Public filing identifier

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