P 401(k) Plan Report

Stable plan record

JAMES, SURMAN & GOLDBERG CPA 401(K) PLAN

Sponsored by JAMES SURMAN &AMP GOLDBERG CPA · EIN/PN 474705824-001

Selected filing history

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

Employer money per active participant
2025
$4,061
Administrative cost per participant
2025
$163
Active participants
2025
8
Total plan assets
2025
$350,377
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260719130656NAL00082220170018$4,061
Public filing identifier

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