P 401(k) Plan Report

Stable plan record

CHARLSON INSURANCE AGENCY 401(K) PLAN

Sponsored by CHARLSON INSURANCE AGENCY, INC. · EIN/PN 273106586-001

Selected filing history

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

Employer money per active participant
2025
$2,669
Administrative cost per participant
2025
$8
Active participants
2025
7
Total plan assets
2025
$390,687
Participant loans as a share of assets
2025
0.0%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260505153115NAL00014899840017$2,669
Public filing identifier

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