P 401(k) Plan Report

Stable plan record

GREG LERUM INSURANCE AGENCY 401(K) PROFIT SHARING PLAN & TRUST

Sponsored by GREG LERUM INSURANCE AGENCY · EIN/PN 274552034-001

Selected filing history

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

Employer money per active participant
2025
$2,147
Administrative cost per participant
2025
$523
Active participants
2025
12
Total plan assets
2025
$866,078
Participant loans as a share of assets
2025
0.8%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260505100644NAL000083404900112$2,147
Public filing identifier

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