P 401(k) Plan Report

Stable plan record

BOLTZ, WICKHAM, AND ASSOCIATES 401(K) PLAN

Sponsored by ZIMMERMAN, BOLTZ & COMPANY · EIN/PN 814743043-001

Selected filing history

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

Employer money per active participant
2025
$6,799
Administrative cost per participant
2025
Not reported
Active participants
2025
14
Total plan assets
2025
$3,011,823
Participant loans as a share of assets
2025
1.3%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260602085031NAL000064230700214$6,799
Public filing identifier

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