P 401(k) Plan Report

Stable plan record

WHALEN DAVEY & LOONEY 401(K) PROFIT SHARING PLAN

Sponsored by WHALEN, DAVEY & LOONEY, LLP · EIN/PN 150614604-003

Selected filing history

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

Employer money per active participant
2025
$2,146
Administrative cost per participant
2025
$1,254
Active participants
2025
12
Total plan assets
2025
$1,447,174
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260722135142NAL001017329900112$2,146
Public filing identifier

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