P 401(k) Plan Report

Stable plan record

BALANCED WEALTH PLANNING, INC RETIREMENT TRUST

Sponsored by BALANCED WEALTH PLANNING, INC · EIN/PN 842639366-001

Selected filing history

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

Employer money per active participant
2025
$2,153
Administrative cost per participant
2025
$96
Active participants
2025
3
Total plan assets
2025
$604,912
Participant loans as a share of assets
2025
0.0%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260609113245NAL00043665790053$2,153
Public filing identifier

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