P 401(k) Plan Report

Stable plan record

JAMES GATES INSURANCE AGENCY, INC. 401K PLAN

Sponsored by JAMES GATES INSURANCE AGENCY, INC. · EIN/PN 731461823-001

Selected filing history

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

Employer money per active participant
2025
$801
Administrative cost per participant
2025
$1,202
Active participants
2025
5
Total plan assets
2025
$1,044,279
Participant loans as a share of assets
2025
0.2%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260416092840NAL00268220660015$801
Public filing identifier

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