P 401(k) Plan Report

Stable plan record

GWERTZMAN LEFKOWITZ BURMAN SMITH & MARCUS DISCRETIONARY 401(K) FUND

Sponsored by GWERTZMAN,LEFKOWITZ,BURMAN,SMITH & MARCUS · EIN/PN 133190556-001

Selected filing history

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

Employer money per active participant
2025
$2,174
Administrative cost per participant
2025
$20
Active participants
2025
9
Total plan assets
2025
$1,267,965
Participant loans as a share of assets
2025
1.0%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260610160956NAL00052375870019$2,174
Public filing identifier

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