Stable plan record

EVOLVE FINANCIAL PLANNING 401(K) PLAN

Sponsored by EVOLVE FINANCIAL PLANNING · EIN/PN 814537215-001

Selected filing history

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

Employer money per active participant
2025
$3,653
Administrative cost per participant
2025
$19
Active participants
2025
3
Total plan assets
2025
$1,311,103
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260318112413NAL00072500660013$3,653
Public filing identifier

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