P 401(k) Plan Report

Stable plan record

BEYOND WEALTH MANAGEMENT GROUP, LLC 401(K) PLAN

Sponsored by BEYOND WEALTH MANAGEMENT GROUP, LLC · EIN/PN 820775838-001

Selected filing history

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

Employer money per active participant
2025
$2,002
Administrative cost per participant
2025
$468
Active participants
2025
6
Total plan assets
2025
$291,038
Participant loans as a share of assets
2025
4.9%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260428074638NAL00152780160016$2,002
Public filing identifier

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