P 401(k) Plan Report

Stable plan record

FORTE FINANCIAL PLANNING LLC 401(K) PROFIT SHARING PLAN & TRUST

Sponsored by FORTE FINANCIAL PLANNING LLC · EIN/PN 922852204-001

Selected filing history

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

Employer money per active participant
2025
$2,163
Administrative cost per participant
2025
$51
Active participants
2025
2
Total plan assets
2025
$36,220
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260513084129NAL00149148180012$2,163
Public filing identifier

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