P 401(k) Plan Report

Stable plan record

STONE OAK MORTGAGE LLC 401(K) PROFIT SHARING PLAN & TRUST

Sponsored by STONE OAK MORTGAGE LLC · EIN/PN 832768165-001

Selected filing history

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

Employer money per active participant
2025
$625
2025
$869
2025
$1,662
Administrative cost per participant
2025
$24
2025
$7
2025
$7
Active participants
2025
5
2025
4
2025
4
Total plan assets
2025
$122,120
2025
$72,023
2025
$76,337
Participant loans as a share of assets
2025
12.3%
2025
Not reported
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260724171507NAL00121231390015$625
202520260724172332NAL00225776660014$869
202520260724172450NAL00121284030014$1,662
Public filing identifier

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