P 401(k) Plan Report

Stable plan record

LUCAS FINANCIAL SERVICES 401K PLAN

Sponsored by LUCAS FINANCIAL SERVICES · EIN/PN 134223767-001

Selected filing history

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

Employer money per active participant
2025
$1,605
Administrative cost per participant
2025
$1,958
Active participants
2025
3
Total plan assets
2025
$2,199,572
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260624152657NAL00064677630013$1,605
Public filing identifier

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