P 401(k) Plan Report

Stable plan record

RICHARD H. MOOTZ, CFP 401(K) PROFIT SHARING PLAN

Sponsored by RICHARD H. MOOTZ, CFP · EIN/PN 680351267-001

Selected filing history

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

Employer money per active participant
2025
$15,694
Administrative cost per participant
2025
$724
Active participants
2025
4
Total plan assets
2025
$1,706,640
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260612142153NAL00065873150014$15,694
Public filing identifier

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