P 401(k) Plan Report

Stable plan record

NAPA WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN

Sponsored by NAPA WEALTH MANAGEMENT, INCORPORATED · EIN/PN 911839135-001

Selected filing history

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

Employer money per active participant
2025
$531
Administrative cost per participant
2025
Not reported
Active participants
2025
6
Total plan assets
2025
$1,241,861
Participant loans as a share of assets
2025
3.7%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260217173119NAL00064030090016$531
Public filing identifier

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