P 401(k) Plan Report

Stable plan record

INSIGHTFUL TAX AND ADVISORY 401(K) PLAN

Sponsored by INSIGHTFUL TAX AND ADVISORY · EIN/PN 822007872-001

Selected filing history

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

Employer money per active participant
2025
$1,571
Administrative cost per participant
2025
$229
Active participants
2025
3
Total plan assets
2025
$75,137
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260706213341NAL00184412970013$1,571
Public filing identifier

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