P 401(k) Plan Report

Stable plan record

SURRE, GOLDBERG & HENRY ASSOCIATES 401K PLAN

Sponsored by SGH ASSOCIATES, INC. D/B/A SURRE, GOLDBERG & HENRY ASSOCIATES · EIN/PN 201019593-001

Selected filing history

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

Employer money per active participant
2025
$3,254
Administrative cost per participant
2025
$680
Active participants
2025
9
Total plan assets
2025
$2,880,426
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260429122334NAL00061602270019$3,254
Public filing identifier

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