P 401(k) Plan Report

Stable plan record

WILLIAM PHELPS CUSTOM JEWELER 401(K) PROFIT SHARING PLAN & TRUST

Sponsored by WILLIAM PHELPS CUSTOM JEWELER · EIN/PN 650028013-001

Selected filing history

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

Employer money per active participant
2025
$2,720
Administrative cost per participant
2025
$325
Active participants
2025
5
Total plan assets
2025
$410,136
Participant loans as a share of assets
2025
0.8%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260430081221NAL00113303050015$2,720
Public filing identifier

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