P 401(k) Plan Report

Stable plan record

NELSON WEALTH MANAGEMENT, LLC 401K PLAN

Sponsored by NELSON WEALTH MANAGEMENT, LLC · EIN/PN 874732127-001

Selected filing history

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

Employer money per active participant
2025
$3,043
Administrative cost per participant
2025
$827
Active participants
2025
3
Total plan assets
2025
$542,713
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260625171518NAL00110177760013$3,043
Public filing identifier

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