P 401(k) Plan Report

Stable plan record

C. EDWARD LOVINS INSURANCE AGENCY SAFE HARBOR 401(K) PLAN

Sponsored by C. EDWARD LOVINS INSURANCE AGENCY, INC. · EIN/PN 311443324-001

Selected filing history

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

Employer money per active participant
2025
$5,718
Administrative cost per participant
2025
$28
Active participants
2025
13
Total plan assets
2025
$2,816,284
Participant loans as a share of assets
2025
3.9%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260716101230NAL000519326400113$5,718
Public filing identifier

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