P 401(k) Plan Report

Stable plan record

TAX & FINANCIAL GROUP INSURANCE AGENCY LLC 401(K) PSP

Sponsored by TAX & FINANCIAL GROUP INSURANCE AGENCY LLC · EIN/PN 330984052-002

Selected filing history

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

Employer money per active participant
2025
$3,286
Administrative cost per participant
2025
$194
Active participants
2025
33
Total plan assets
2025
$6,908,994
Participant loans as a share of assets
2025
0.4%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260709143627NAL000045115500133$3,286
Public filing identifier

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