Stable plan record

HEATON & ASSOCIATES, PLLC 401(K) PROFIT SHARING PLAN

Sponsored by HEATON & ASSOCIATES, PLLC · EIN/PN 900905245-001

Selected filing history

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

Employer money per active participant
2025
$8,441
Administrative cost per participant
2025
$1,166
Active participants
2025
6
Total plan assets
2025
$1,312,633
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260528022046NAL00163784660016$8,441
Public filing identifier

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