P 401(k) Plan Report

Stable plan record

HALLBERG-VALEK AGENCY LTD 401K

Sponsored by HALLBERG-VALEK AGENCY LTD. · EIN/PN 364111012-001

Selected filing history

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

Employer money per active participant
2025
$704
Administrative cost per participant
2025
$49
Active participants
2025
13
Total plan assets
2025
$42,201
Participant loans as a share of assets
2025
18.0%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260719203827NAL001158398400113$704
Public filing identifier

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