Stable plan record

CALDWELL & GREGORY LLC 401(K) PROFIT SHARING PLAN & TRUST

Sponsored by CALDWELL & GREGORY LLC · EIN/PN 263497193-001

Selected filing history

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

Employer contributions reported per active participant
2022
$1,737
2023
$2,472
2024
$2,627
Plan-paid administrative expenses per participant
2022
$66
2023
$72
2024
$124
Active participants
2022
220
2023
176
2024
214
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202420251008120636NAL0003258387001214$2,627
202320241014145507NAL0052771298001176$2,472
202220231009141458NAL0026754065001220$1,737
Public filing identifier

The EIN and plan number are public filing identifiers. PlanScore does not expose unrelated personal data.