P 401(k) Plan Report

Stable plan record

CAUSEY WEALTH LLC 401(K) PROFIT SHARING PLAN & TRUST

Sponsored by CAUSEY WEALTH LLC · EIN/PN 992109835-001

Selected filing history

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

Employer money per active participant
2025
$5,490
Administrative cost per participant
2025
$1,424
Active participants
2025
9
Total plan assets
2025
$3,460,111
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260505154203NAL00012400170019$5,490
Public filing identifier

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