P 401(k) Plan Report

Stable plan record

DANIEL B. JONES CLU, CHFC 401(K) PLAN

Sponsored by DANIEL B. JONES CLU, CHFC · EIN/PN 272296384-001

Selected filing history

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

Employer money per active participant
2025
$9,355
Administrative cost per participant
2025
$19
Active participants
2025
10
Total plan assets
2025
$2,197,012
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260415101740NAL001967825700110$9,355
Public filing identifier

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