P 401(k) Plan Report

Stable plan record

HERITAGE ADVISORS 401(K) PLAN

Sponsored by HERITAGE ADVISORS CPA, LLC · EIN/PN 824306156-001

Selected filing history

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

Employer money per active participant
2025
$1,861
Administrative cost per participant
2025
$35
Active participants
2025
15
Total plan assets
2025
$550,137
Participant loans as a share of assets
2025
0.0%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260422162540NAL000206123500115$1,861
Public filing identifier

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