P 401(k) Plan Report

Stable plan record

SHORELINE WEALTH MANAGEMENT LL 401(K) PROFIT SHARING PLAN & TRUST

Sponsored by SHORELINE WEALTH MANAGEMENT LL · EIN/PN 871489768-001

Selected filing history

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

Employer money per active participant
2025
$5,549
Administrative cost per participant
2025
$323
Active participants
2025
3
Total plan assets
2025
$232,823
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260513080439NAL00066203390013$5,549
Public filing identifier

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