P 401(k) Plan Report

Stable plan record

SHEPPARD, MORGAN & SCHWAAB INC PROFIT SHARING

Sponsored by SHEPPARD, MORGAN & SCHWAAB, INC. · EIN/PN 370894659-002

Selected filing history

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

Employer money per active participant
2025
$4,093
Administrative cost per participant
2025
$675
Active participants
2025
24
Total plan assets
2025
$11,491,552
Participant loans as a share of assets
2025
0.1%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260611105750NAL000779614400124$4,093
Public filing identifier

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