P 401(k) Plan Report

Stable plan record

TJ PHELAN & ASSOCIATES LLC 401(K) PROFIT SHARING PLAN & TRUST

Sponsored by TJ PHELAN & ASSOCIATES LLC · EIN/PN 205389514-001

Selected filing history

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

Employer money per active participant
2025
$6,750
Administrative cost per participant
2025
$289
Active participants
2025
3
Total plan assets
2025
$150,923
Participant loans as a share of assets
2025
28.3%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260628214348NAL00196505460013$6,750
Public filing identifier

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