Stable plan record

ALAN LUPTON ASSOCIATES, INC. SAVINGS & INVESTMENT PLAN

Sponsored by ALAN LUPTON ASSOCIATES, INC. · EIN/PN 161034582-001

Selected filing history

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

Employer money per active participant
2025
$9,454
Administrative cost per participant
2025
$2,789
Active participants
2025
14
Total plan assets
2025
$13,863,101
Participant loans as a share of assets
2025
0.3%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260717065412NAL000534795300114$9,454
Public filing identifier

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