P 401(k) Plan Report

Stable plan record

DONNELLY, PENMAN & PARTNERS 401(K) PSP

Sponsored by DONNELLY, PENMAN & PARTNERS · EIN/PN 383550120-001

Selected filing history

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

Employer money per active participant
2025
$27,693
Administrative cost per participant
2025
$1,003
Active participants
2025
8
Total plan assets
2025
$5,854,141
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260701085546NAL00234054900018$27,693
Public filing identifier

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