P 401(k) Plan Report

Stable plan record

CANOPY 360 WEALTH, LLC 401(K) PROFIT SHARING PLAN & TRUST

Sponsored by CANOPY 360 WEALTH, LLC · EIN/PN 822635786-001

Selected filing history

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

Employer money per active participant
2025
$14,508
Administrative cost per participant
2025
$20
Active participants
2025
10
Total plan assets
2025
$2,635,458
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260422153609NAL000828147400110$14,508
Public filing identifier

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