P 401(k) Plan Report

Stable plan record

SHEPARD & WALTON EMPLOYEE BENEFITS PLAN

Sponsored by SHEPARD & WALTON LIFE INSURANCE AGENCY, INC. · EIN/PN 742855148-001

Selected filing history

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

Employer money per active participant
2025
$3,039
Administrative cost per participant
2025
$622
Active participants
2025
29
Total plan assets
2025
$3,346,734
Participant loans as a share of assets
2025
0.0%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260701155955NAL001406406500129$3,039
Public filing identifier

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