P 401(k) Plan Report

Stable plan record

WELLS WHEELER INSURANCE AGENCY, INC. 401K PLAN

Sponsored by WELLS WHEELER INSURANCE AGENCY, INC. · EIN/PN 582142309-001

Selected filing history

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

Employer money per active participant
2025
$3,908
Administrative cost per participant
2025
$2,419
Active participants
2025
3
Total plan assets
2025
$743,907
Participant loans as a share of assets
2025
5.6%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260423095256NAL00074054080013$3,908
Public filing identifier

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