Stable plan record

IMPACT WEALTH PLANNERS, LLC 401(K) PLAN

Sponsored by PLANNING STRATEGIES LLC · EIN/PN 831285135-001

Selected filing history

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

Employer money per active participant
2025
$2,908
Administrative cost per participant
2025
$435
Active participants
2025
5
Total plan assets
2025
$538,317
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260630141456NAL00157544800015$2,908
Public filing identifier

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