P 401(k) Plan Report

Stable plan record

EVERETT WEALTH MANAGEMENT 401(K) PLAN

Sponsored by EVERETT WEALTH MANAGEMENT, LLC · EIN/PN 815235936-001

Selected filing history

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

Employer money per active participant
2025
$1,089
Administrative cost per participant
2025
Not reported
Active participants
2025
3
Total plan assets
2025
$35,187
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260617075835NAL00024659200013$1,089
Public filing identifier

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