Stable plan record

KEYSTONE WEALTH & INVESTMENT MANAGEMENT 401(K) PLAN

Sponsored by KEYSTONE WEALTH & INVESTMENT MANAGEMENT, LLC · EIN/PN 991144823-001

Selected filing history

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

Employer money per active participant
2025
$7,800
Administrative cost per participant
2025
$507
Active participants
2025
4
Total plan assets
2025
$842,202
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260720125847NAL00098817130014$7,800
Public filing identifier

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