P 401(k) Plan Report

Stable plan record

ENCOMPASS WEALTH & LEGACY PLANNING, INC. 401(K) PLAN

Sponsored by ENCOMPASS WEALTH & LEGACY PLANNING, INC. · EIN/PN 822233463-001

Selected filing history

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

Employer money per active participant
2025
$17,483
Administrative cost per participant
2025
$292
Active participants
2025
7
Total plan assets
2025
$1,011,047
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260716094214NAL00041679210047$17,483
Public filing identifier

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