Stable plan record

LIGHTSQUARE WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST

Sponsored by LIGHTSQUARE WEALTH MANAGEMENT · EIN/PN 922923523-001

Selected filing history

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

Employer money per active participant
2025
$8,438
Administrative cost per participant
2025
$329
Active participants
2025
2
Total plan assets
2025
$111,410
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260601090524NAL00225896020012$8,438
Public filing identifier

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