Stable plan record

APTUS WEALTH PLANNING 401(K) PLAN

Sponsored by APTUS WEALTH PLANNING, LLC · EIN/PN 843638874-001

Selected filing history

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

Employer money per active participant
2025
$7,684
Administrative cost per participant
2025
$0
Active participants
2025
2
Total plan assets
2025
$619,535
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260709102900NAL00004250080012$7,684
Public filing identifier

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