P 401(k) Plan Report

Stable plan record

WHITAKER FINANCIAL SERVICES 401(K) PROFIT SHARING PLAN

Sponsored by PATRICK WHITAKER · EIN/PN 770326609-001

Selected filing history

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

Employer money per active participant
2025
$6,433
Administrative cost per participant
2025
Not reported
Active participants
2025
3
Total plan assets
2025
$1,565,346
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260330131439NAL00053955550013$6,433
Public filing identifier

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