P 401(k) Plan Report

Stable plan record

APOGEE FINANCIAL PARTNERS, LLC 401(K) PROFIT SHARING PLAN

Sponsored by APOGEE FINANCIAL PARTNERS, LLC · EIN/PN 833858503-001

Selected filing history

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

Employer money per active participant
2025
$6,108
Administrative cost per participant
2025
$50
Active participants
2025
2
Total plan assets
2025
$99,889
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260512125413NAL00068107050012$6,108
Public filing identifier

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