P 401(k) Plan Report

Stable plan record

UPSHAW INSURANCE AGENCY INC 401(K) PLAN

Sponsored by UPSHAW INSURANCE AGENCY, INC. · EIN/PN 752352190-002

Selected filing history

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

Employer money per active participant
2025
$4,027
Administrative cost per participant
2025
$344
Active participants
2025
57
Total plan assets
2025
$6,985,781
Participant loans as a share of assets
2025
1.7%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260714111055NAL000181219200357$4,027
Public filing identifier

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