P 401(k) Plan Report

Stable plan record

VELOS WEALTH MANAGEMENT 401(K) AND PROFIT SHARING PLAN

Sponsored by VELOS WEALTH MANAGEMENT LLC · EIN/PN 872806279-001

Selected filing history

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

Employer money per active participant
2025
$3,737
Administrative cost per participant
2025
Not reported
Active participants
2025
4
Total plan assets
2025
$339,610
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260521165807NAL00027260810014$3,737
Public filing identifier

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