P 401(k) Plan Report

Stable plan record

CLC INS & FIN SVS 401(K) PLAN

Sponsored by CASEY L. CHARLSON INSURANCE AND FINANCIAL SERVICES INC. · EIN/PN 271321207-001

Selected filing history

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

Employer money per active participant
2025
$2,613
Administrative cost per participant
2025
$317
Active participants
2025
10
Total plan assets
2025
$635,317
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260521205354NAL000291045100110$2,613
Public filing identifier

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