P 401(k) Plan Report

Stable plan record

CONCENTRIC WEALTH PARTNERS 401(K) PLAN

Sponsored by CONCENTRIC WEALTH PARTNERS · EIN/PN 823325845-001

Selected filing history

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

Employer money per active participant
2025
$3,026
Administrative cost per participant
2025
$0
Active participants
2025
6
Total plan assets
2025
$500,051
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260430081437NAL00181392800016$3,026
Public filing identifier

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