P 401(k) Plan Report

Stable plan record

GENESIS PRIVATE WEALTH LLC 401(K) PROFIT SHARING PLAN & TRUST

Sponsored by GENESIS PRIVATE WEALTH LLC · EIN/PN 800425762-001

Selected filing history

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

Employer money per active participant
2025
$7,175
Administrative cost per participant
2025
$1,176
Active participants
2025
5
Total plan assets
2025
$1,946,818
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260708143841NAL00264933760015$7,175
Public filing identifier

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