P 401(k) Plan Report

Stable plan record

COATES & ROURKE AGENCY, INC. 401(K) PLAN AND TRUST

Sponsored by COATES & ROURKE AGENCY, INC. · EIN/PN 731589776-001

Selected filing history

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

Employer money per active participant
2025
$3,960
Administrative cost per participant
2025
$279
Active participants
2025
2
Total plan assets
2025
$106,007
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260514110155NAL00073676510012$3,960
Public filing identifier

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