P 401(k) Plan Report

Stable plan record

SOUTHERN OAK WEALTH GROUP 401(K) PLAN

Sponsored by SOUTHERN OAK WEALTH GROUP, LLC · EIN/PN 841908043-001

Selected filing history

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

Employer money per active participant
2025
$6,823
Administrative cost per participant
2025
$19
Active participants
2025
8
Total plan assets
2025
$2,290,126
Participant loans as a share of assets
2025
3.1%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260603173248NAL00004491520018$6,823
Public filing identifier

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