P 401(k) Plan Report

Stable plan record

HEISE JORGENSEN & STEFANELLI, P.A. PROFIT SHARING PLAN

Sponsored by HEISE JORGENSEN & STEFANELLI, P.A. · EIN/PN 520898294-002

Selected filing history

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

Employer money per active participant
2025
$3,729
Administrative cost per participant
2025
$264
Active participants
2025
11
Total plan assets
2025
$6,342,660
Participant loans as a share of assets
2025
0.3%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260127132323NAL000324852800111$3,729
Public filing identifier

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