P 401(k) Plan Report

Stable plan record

FAMILY WEALTH SOLUTIONS LLC 401(K) PROFIT SHARING PLAN & TRUST

Sponsored by FAMILY WEALTH SOLUTIONS · EIN/PN 843554612-001

Selected filing history

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

Employer money per active participant
2025
$5,860
Administrative cost per participant
2025
$788
Active participants
2025
5
Total plan assets
2025
$645,856
Participant loans as a share of assets
2025
0.6%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260424083135NAL00118840500015$5,860
Public filing identifier

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