P 401(k) Plan Report

Stable plan record

ELEVATE 401(K) PLAN

Sponsored by ELEVATE PRIVATE WEALTH MANAGEMENT, LTD · EIN/PN 843245913-001

Selected filing history

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

Employer money per active participant
2025
$9,358
Administrative cost per participant
2025
$28
Active participants
2025
8
Total plan assets
2025
$718,267
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260612152822NAL00089405600018$9,358
Public filing identifier

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