P 401(k) Plan Report

Stable plan record

SOERGEL-BRANDES INSURANCE & FINANCIAL SERVICES 401K PROFIT S

Sponsored by SOERGEL-BRANDES INSURANCE & FINA · EIN/PN 263430486-001

Selected filing history

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

Employer money per active participant
2025
$2,296
Administrative cost per participant
2025
$584
Active participants
2025
5
Total plan assets
2025
$673,013
Participant loans as a share of assets
2025
3.8%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260526115056NAL00070427040015$2,296
Public filing identifier

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