P 401(k) Plan Report

Stable plan record

BERGERSON-CASWELL, INC. PROFIT SHARING PLAN AND TRUST

Sponsored by BERGERSON-CASWELL, INC. · EIN/PN 410671042-002

Selected filing history

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

Employer money per active participant
2025
$4,205
Administrative cost per participant
2025
$609
Active participants
2025
18
Total plan assets
2025
$1,816,838
Participant loans as a share of assets
2025
0.4%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260414080917NAL002402470400118$4,205
Public filing identifier

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