P 401(k) Plan Report

Stable plan record

THE PLANNING PROJECT LLC, DBA THE SUM 401(K) PLAN

Sponsored by THE PLANNING PROJECT LLC, DBA THE SUM · EIN/PN 824645997-001

Selected filing history

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

Employer money per active participant
2025
$5,774
Administrative cost per participant
2025
$48
Active participants
2025
8
Total plan assets
2025
$405,418
Participant loans as a share of assets
2025
12.3%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260422220726NAL00022159710628$5,774
Public filing identifier

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