P 401(k) Plan Report

Stable plan record

SULLIVAN WEALTH MANAGEMENT GROUP 401(K) PROFIT SHARING PLAN

Sponsored by SULLIVAN WEALTH MANAGEMENT ADVISORS, LLC · EIN/PN 811374346-001

Selected filing history

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

Employer money per active participant
2025
$1,010
Administrative cost per participant
2025
$29
Active participants
2025
3
Total plan assets
2025
$1,509,556
Participant loans as a share of assets
2025
1.8%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260715170303NAL00034183370013$1,010
Public filing identifier

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