P 401(k) Plan Report

Stable plan record

PETERS WEALTH ADVISORS, LLC PROFIT SHARING PLAN & TRUST

Sponsored by DOWLING INVESTMENT GROUP, LLC · EIN/PN 825452331-001

Selected filing history

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

Employer money per active participant
2025
$2,004
Administrative cost per participant
2025
$124
Active participants
2025
4
Total plan assets
2025
$1,142,777
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260504084343NAL00039022410014$2,004
Public filing identifier

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