P 401(k) Plan Report

Stable plan record

CANOPY FINANCIAL 401(K) PLAN

Sponsored by CANOPY FINANCIAL, LLC · EIN/PN 932473369-001

Selected filing history

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

Employer money per active participant
2025
$4,027
Administrative cost per participant
2025
$1,175
Active participants
2025
5
Total plan assets
2025
$1,006,414
Participant loans as a share of assets
2025
2.6%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260204120910NAL00057200660015$4,027
Public filing identifier

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