P 401(k) Plan Report

Stable plan record

JON SHEPHERD INSURANCE AGENCY INC. 401K PLAN

Sponsored by JON SHEPHERD INSURANCE AGENCY INC · EIN/PN 562575799-001

Selected filing history

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

Employer money per active participant
2025
$3,410
Administrative cost per participant
2025
$450
Active participants
2025
3
Total plan assets
2025
$215,052
Participant loans as a share of assets
2025
0.6%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260417102720NAL00192363530013$3,410
Public filing identifier

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