P 401(k) Plan Report

Stable plan record

KLEINPETER, SCHWRTZBERG & BOUTWELL, LLC RETIREMENT PLAN

Sponsored by KLEINPETER BOUTWELL LLC · EIN/PN 721154361-001

Selected filing history

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

Employer money per active participant
2025
$17,771
Administrative cost per participant
2025
$0
Active participants
2025
10
Total plan assets
2025
$1,401,292
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260327104559NAL000851161900110$17,771
Public filing identifier

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