P 401(k) Plan Report

Stable plan record

WEALTHPOINTE FINANCIAL LLC RETIREMENT PLAN

Sponsored by WEALTHPOINTE FINANCIAL LLC · EIN/PN 815285029-001

Selected filing history

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

Employer money per active participant
2025
$10,839
Administrative cost per participant
2025
Not reported
Active participants
2025
6
Total plan assets
2025
$1,229,056
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260121144932NAL00051136020016$10,839
Public filing identifier

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