P 401(k) Plan Report

Stable plan record

FLORIDA TRUST WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN AND TRUST

Sponsored by FLORIDA TRUST WEALTH MANAGEMENT · EIN/PN 651046994-002

Selected filing history

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

Employer money per active participant
2025
$6,172
Administrative cost per participant
2025
$598
Active participants
2025
68
Total plan assets
2025
$12,707,058
Participant loans as a share of assets
2025
0.4%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260427121314NAL000483616300168$6,172
Public filing identifier

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