P 401(k) Plan Report

Stable plan record

LUCAS GROUP 401K PROFIT SHARING PLAN

Sponsored by LUCAS GROUP FINANCIAL PLANNERS INC · EIN/PN 200568691-001

Selected filing history

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

Employer money per active participant
2025
$26,457
Administrative cost per participant
2025
$574
Active participants
2025
4
Total plan assets
2025
$1,322,622
Participant loans as a share of assets
2025
2.5%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260721100254NAL00138548800014$26,457
Public filing identifier

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