P 401(k) Plan Report

Stable plan record

JEFF WILSON CPA P.S. RETIREMENT TRUST

Sponsored by JEFF WILSON CPA P.S. · EIN/PN 911274993-001

Selected filing history

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

Employer money per active participant
2025
$3,208
Administrative cost per participant
2025
$389
Active participants
2025
5
Total plan assets
2025
$430,112
Participant loans as a share of assets
2025
0.0%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260706135247NAL00317416340025$3,208
Public filing identifier

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