P 401(k) Plan Report

Stable plan record

WINDSOR WEALTH PLANNERS & STRATEGIST 401(K) PROFIT SHARING PLAN

Sponsored by WINDSOR WEALTH PLANNERS & STRATEGIST · EIN/PN 812558246-001

Selected filing history

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

Employer money per active participant
2025
$12,403
Administrative cost per participant
2025
Not reported
Active participants
2025
8
Total plan assets
2025
$1,295,003
Participant loans as a share of assets
2025
1.7%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260316081422NAL00016181760018$12,403
Public filing identifier

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