P 401(k) Plan Report

Stable plan record

WISE FINANCIAL LLC 401(K) PROFIT SHARING PLAN & TRUST

Sponsored by WISE FINANCIAL LLC · EIN/PN 821977920-001

Selected filing history

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

Employer money per active participant
2025
$418
Administrative cost per participant
2025
$14
Active participants
2025
14
Total plan assets
2025
$12,725
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260424132507NAL001307461000114$418
Public filing identifier

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