P 401(k) Plan Report

Stable plan record

FORTNER INSURANCE AGENCY, INC. 401K RETIREMENT PLAN

Sponsored by FORTNER INSURANCE AGENCY, INC. · EIN/PN 560691724-001

Selected filing history

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

Employer money per active participant
2025
$924
Administrative cost per participant
2025
$601
Active participants
2025
18
Total plan assets
2025
$1,305,488
Participant loans as a share of assets
2025
0.2%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260716135415NAL000549168000218$924
Public filing identifier

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