P 401(k) Plan Report

Stable plan record

SHARFF, WITTMER, KURTZ, JACKSON & DIAZ, P.A. 401K PROFIT SHARING PLAN AND TRUST

Sponsored by SHARFF, WITTMER, KURTZ, JACKSON & DIAZ, P.A. · EIN/PN 591460004-002

Selected filing history

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

Employer money per active participant
2025
$4,526
Administrative cost per participant
2025
Not reported
Active participants
2025
29
Total plan assets
2025
$3,346,433
Participant loans as a share of assets
2025
0.6%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260629075310NAL001147440100129$4,526
Public filing identifier

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