P 401(k) Plan Report

Stable plan record

JAMES T SMITH AGENCY INC 401K PLAN

Sponsored by JAMES T SMITH AGENCY INC · EIN/PN 264020671-001

Selected filing history

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

Employer money per active participant
2025
$1,466
Administrative cost per participant
2025
$146
Active participants
2025
4
Total plan assets
2025
$183,914
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260415083823NAL00168485930014$1,466
Public filing identifier

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