P 401(k) Plan Report

Stable plan record

SWENSON WEALTH MANAGEMENT 401(K) RETIREMENT PLAN

Sponsored by SWENSON WEALTH MANAGEMENT · EIN/PN 921695862-001

Selected filing history

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

Employer money per active participant
2025
$2,267
Administrative cost per participant
2025
$69
Active participants
2025
7
Total plan assets
2025
$895,670
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260722100452NAL00154887840017$2,267
Public filing identifier

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