P 401(k) Plan Report

Stable plan record

HOLTZMAN WEALTH STRATEGIES LLC 401(K) PROFIT SHARING PLAN & TRUST

Sponsored by HOLTZMAN WEALTH STRATEGIES LLC · EIN/PN 830593403-001

Selected filing history

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

Employer money per active participant
2025
$911
Administrative cost per participant
2025
$250
Active participants
2025
5
Total plan assets
2025
$144,121
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260424083305NAL00091031840015$911
Public filing identifier

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