P 401(k) Plan Report

Stable plan record

LEE/O'KEEFE AGENCY RETIREMENT PLAN

Sponsored by LEE / O'KEEFE INSURANCE AGENCY, INC · EIN/PN 370975754-001

Selected filing history

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

Employer money per active participant
2025
$3,081
Administrative cost per participant
2025
$0
Active participants
2025
6
Total plan assets
2025
$1,119,234
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260624120637NAL00063705310016$3,081
Public filing identifier

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