P 401(k) Plan Report

Stable plan record

THE PHOENIX AGENCY 401(K) PS PLAN & TRUST

Sponsored by THE PHOENIX AGENCY OF NC, INC. · EIN/PN 561749826-001

Selected filing history

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

Employer money per active participant
2025
$1,827
Administrative cost per participant
2025
$392
Active participants
2025
10
Total plan assets
2025
$1,018,380
Participant loans as a share of assets
2025
3.0%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260520122222NAL000116102700210$1,827
Public filing identifier

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