P 401(k) Plan Report

Stable plan record

THE PHOENIX AGENCY 401(K) PROFIT SHARING PLAN & TRUST

Sponsored by THE PHOENIX AGENCY, INC. · EIN/PN 593044040-001

Selected filing history

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

Employer money per active participant
2025
$1,902
Administrative cost per participant
2025
$935
Active participants
2025
9
Total plan assets
2025
$1,390,477
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260630112300NAL00126776970019$1,902
Public filing identifier

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