Stable plan record

PLAN LIFE & WEALTH MANAGEMENT, INC. 401(K) PLAN

Sponsored by PLAN LIFE & WEALTH MANAGEMENT, INC. · EIN/PN 770349285-001

Selected filing history

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

Employer money per active participant
2025
$2,569
Administrative cost per participant
2025
$20
Active participants
2025
6
Total plan assets
2025
$587,690
Participant loans as a share of assets
2025
12.5%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260616161646NAL00007170910016$2,569
Public filing identifier

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