P 401(k) Plan Report

Stable plan record

BALANCED WEALTH MANAGEMENT, LLC 401(K) PLAN

Sponsored by BALANCED WEALTH MANAGEMENT, LLC · EIN/PN 921442291-001

Selected filing history

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

Employer money per active participant
2025
$2,319
Administrative cost per participant
2025
$15
Active participants
2025
7
Total plan assets
2025
$118,121
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260706125110NAL00224919360017$2,319
Public filing identifier

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