P 401(k) Plan Report

Stable plan record

SEAN MORTON INSURANCE AGENCY INC 401(K) PLAN AND TRUST

Sponsored by SEAN MORTON INSURANCE AGENCY INC · EIN/PN 271636402-001

Selected filing history

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

Employer money per active participant
2025
$1,803
Administrative cost per participant
2025
$27
Active participants
2025
16
Total plan assets
2025
$473,482
Participant loans as a share of assets
2025
0.2%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260718124527NAL000951366400116$1,803
Public filing identifier

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