P 401(k) Plan Report

Stable plan record

PBC PRIVATE WEALTH LLC 401(K) PROFIT SHARING PLAN & TRUST

Sponsored by PBC PRIVATE WEALTH LLC · EIN/PN 882044792-001

Selected filing history

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

Employer money per active participant
2025
$378
Administrative cost per participant
2025
$187
Active participants
2025
10
Total plan assets
2025
$420,259
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260429122522NAL002296598600110$378
Public filing identifier

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