P 401(k) Plan Report

Stable plan record

HEATH KILPATRICK AGENCY 401(K) PLAN

Sponsored by HEATH KILPATRICK INSURANCE AGENCY INC · EIN/PN 264795515-001

Selected filing history

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

Employer money per active participant
2025
$1,809
Administrative cost per participant
2025
$50
Active participants
2025
5
Total plan assets
2025
$789,909
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260508104406NAL00046630240015$1,809
Public filing identifier

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