P 401(k) Plan Report

Stable plan record

BERNARD INSURANCE AGENCY LLC 401(K) PROFIT SHARING PLAN & TRUST

Sponsored by BERNARD INSURANCE AGENCY LLC · EIN/PN 201804527-001

Selected filing history

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

Employer money per active participant
2025
$2,241
Administrative cost per participant
2025
$691
Active participants
2025
11
Total plan assets
2025
$903,054
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260707171143NAL001647310700111$2,241
Public filing identifier

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