P 401(k) Plan Report

Stable plan record

DONALDSON, GARRETT & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

Sponsored by DONALDSON, GARRETT & ASSOCIATES, INC. · EIN/PN 581964020-001

Selected filing history

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

Employer money per active participant
2025
$1,706
Administrative cost per participant
2025
$1,450
Active participants
2025
14
Total plan assets
2025
$1,054,366
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260512093934NAL001338795400114$1,706
Public filing identifier

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