P 401(k) Plan Report

Stable plan record

SWENSON LERVICK SYVERSON TROSVIG JACOBSON CASS, P.A. 401(K)/PROFIT SHARING PLAN

Sponsored by SWENSON LERVICK SYVERSON TROSVIG JACOBSON CASS DONAHUE, P.A. · EIN/PN 410982361-002

Selected filing history

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

Employer money per active participant
2025
$3,076
Administrative cost per participant
2025
$0
Active participants
2025
11
Total plan assets
2025
$5,647,904
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260512110407NAL000670441700111$3,076
Public filing identifier

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