P 401(k) Plan Report

Stable plan record

SIMPLY BALANCED ACCOUNTING LLC 401(K) PROFIT SHARING PLAN & TRUST

Sponsored by SIMPLY BALANCED ACCOUNTING LLC · EIN/PN 813490228-001

Selected filing history

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

Employer money per active participant
2025
$4,766
Administrative cost per participant
2025
$551
Active participants
2025
3
Total plan assets
2025
$281,217
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260603103946NAL00020700650013$4,766
Public filing identifier

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