P 401(k) Plan Report

Stable plan record

INNOVATIVE WEALTH PLANNING 401(K) PLAN

Sponsored by INNOVATIVE WEALTH PLANNING, LLC · EIN/PN 991776967-001

Selected filing history

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

Employer money per active participant
2025
$16,167
Administrative cost per participant
2025
$1,186
Active participants
2025
3
Total plan assets
2025
$1,828,979
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260506135408NAL00015481150013$16,167
Public filing identifier

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