P PlanScore

Stable plan record

ANNEX WEALTH MANAGEMENT, LLC 401(K) RETIREMENT PLAN

Sponsored by ANNEX WEALTH MANAGEMENT, LLC · EIN/PN 680524298-001

Selected filing history

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

Employer contributions reported per active participant
2023
$3,217
2024
$3,503
Plan-paid administrative expenses per participant
2023
$18
2024
$22
Active participants
2023
139
2024
148
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202420250811203656NAL0006814435001148$3,503
202320241004084947NAL0006516931001139$3,217
Public filing identifier

The EIN and plan number are public filing identifiers. PlanScore does not expose unrelated personal data.