P 401(k) Plan Report
P 401(k) Plan Report

Stable plan record

WHALEN FINANCIAL GROUP, INC. 401(K) SAFE HARBOR PLAN

Sponsored by WHALEN FINANCIAL GROUP, INC. · EIN/PN 453836306-001

Selected filing history

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

Employer money per active participant
2025
$2,959
Administrative cost per participant
2025
Not reported
Active participants
2025
5
Total plan assets
2025
$112,800
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260612085725NAL00086268320015$2,959
Public filing identifier

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