P 401(k) Plan Report

Stable plan record

PHILLIPS WEALTH PLANNERS 401(K) PROFIT SHARING PLAN

Sponsored by PHILLIPS WEALTH PLANNERS · EIN/PN 920274409-001

Selected filing history

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

Employer money per active participant
2025
$17,628
Administrative cost per participant
2025
$1,790
Active participants
2025
6
Total plan assets
2025
$3,757,171
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260323145449NAL00021835710016$17,628
Public filing identifier

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