P 401(k) Plan Report

Stable plan record

KEN DONALDSON INSURANCE AGENCY,INC 401K PLAN

Sponsored by KEN DONALDSON INSURANCE AGENCY,INC · EIN/PN 542108842-001

Selected filing history

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

Employer money per active participant
2025
$1,788
Administrative cost per participant
2025
$298
Active participants
2025
5
Total plan assets
2025
$668,655
Participant loans as a share of assets
2025
0.6%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260430134309NAL00185255200015$1,788
Public filing identifier

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