P 401(k) Plan Report

Stable plan record

MORTIMER & WALLACE LLC 401(K) PROFIT SHARING PLAN AND TRUST

Sponsored by MORTIMER & WALLACE, LLC · EIN/PN 952014661-001

Selected filing history

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

Employer money per active participant
2025
$0
Administrative cost per participant
2025
$13
Active participants
2025
57
Total plan assets
2025
$88,976
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260713124607NAL000015043500157$0
Public filing identifier

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