P 401(k) Plan Report

Stable plan record

THE HEFFNER AGENCY, INC. PROFIT SHARING PLAN

Sponsored by THE HEFFNER AGENCY, INC. · EIN/PN 135136322-002

Selected filing history

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

Employer money per active participant
2025
Not reported
Administrative cost per participant
2025
$1,826
Active participants
2025
25
Total plan assets
2025
$18,112,178
Participant loans as a share of assets
2025
0.2%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260623134711NAL000891968000125Not reported
Public filing identifier

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