P 401(k) Plan Report

Stable plan record

CORBETT AND CAPEROON WEALTH MANAGEMENT 401(K) & PROFIT SHARING PLAN

Sponsored by CORBETT AND CAPEROON WEALTH MANAGEMENT · EIN/PN 880957942-001

Selected filing history

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

Employer money per active participant
2025
$8,466
Administrative cost per participant
2025
$2,414
Active participants
2025
3
Total plan assets
2025
$1,532,078
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260608124858NAL00109652980013$8,466
Public filing identifier

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