P 401(k) Plan Report

Stable plan record

CONTEXT WEALTH ADVISORS 401(K) PLAN

Sponsored by CONTEXT WEALTH ADVISORS · EIN/PN 871363201-001

Selected filing history

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

Employer money per active participant
2025
$3,739
Administrative cost per participant
2025
$137
Active participants
2025
3
Total plan assets
2025
$200,207
Participant loans as a share of assets
2025
0.6%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260424220901NAL00061748010743$3,739
Public filing identifier

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