P 401(k) Plan Report

Stable plan record

AMY WAKEM INSURANCE & FINANCIAL SERVICES, INC 401(K) PLAN

Sponsored by AMY WAKEM INSURANCE &FINANCIAL SERVICES, INC · EIN/PN 208482456-001

Selected filing history

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

Employer money per active participant
2025
$2,275
Administrative cost per participant
2025
$5
Active participants
2025
12
Total plan assets
2025
$702,607
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260629135041NAL001184024100112$2,275
Public filing identifier

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