P 401(k) Plan Report

Stable plan record

ESTES WEALTH STRATEGIES 401(K) AND PROFIT SHARING PLAN

Sponsored by ESTES WEALTH STRATEGIES, LLC · EIN/PN 811199738-001

Selected filing history

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

Employer money per active participant
2025
$7,433
Administrative cost per participant
2025
$816
Active participants
2025
5
Total plan assets
2025
$534,853
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260602094311NAL00010568660015$7,433
Public filing identifier

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