P 401(k) Plan Report

Stable plan record

BEESE FULMER INVESTMENT MANAGEMENT INC. PROFIT SHARING PLAN

Sponsored by BEESE FULMER INVESTMENT MANAGEMENT, INC. · EIN/PN 341314835-001

Selected filing history

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

Employer money per active participant
2025
$18,691
Administrative cost per participant
2025
Not reported
Active participants
2025
11
Total plan assets
2025
$3,990,727
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260415100944NAL001966643300111$18,691
Public filing identifier

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