P 401(k) Plan Report

Stable plan record

SW SYNERGY, LLC PROFIT SHARING 401(K) PLAN

Sponsored by SW SYNERGY, LLC DBA CATALYST PLANNING PARTNERS · EIN/PN 881992616-001

Selected filing history

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

Employer money per active participant
2025
$1,443
Administrative cost per participant
2025
$0
Active participants
2025
15
Total plan assets
2025
$1,337,428
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260401145650NAL000128384100115$1,443
Public filing identifier

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