P 401(k) Plan Report

Stable plan record

CALDERWOOD FINANCIAL STRATEGIES, INC. PROFIT SHARING PLAN

Sponsored by CALDERWOOD FINANCIAL STRATEGIES, INC. · EIN/PN 912106031-002

Selected filing history

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

Employer money per active participant
2025
$3,403
Administrative cost per participant
2025
Not reported
Active participants
2025
2
Total plan assets
2025
$329,179
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260331095605NAL00148514590012$3,403
Public filing identifier

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