P 401(k) Plan Report

Stable plan record

VERITAS BOSTON WEALTH MANAGEME 401(K) PROFIT SHARING PLAN & TRUST

Sponsored by VERITAS BOSTON WEALTH MANAGEME · EIN/PN 832943079-001

Selected filing history

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

Employer money per active participant
2025
$3,134
Administrative cost per participant
2025
$442
Active participants
2025
15
Total plan assets
2025
$963,745
Participant loans as a share of assets
2025
1.5%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260617172539NAL000136598700115$3,134
Public filing identifier

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