P 401(k) Plan Report

Stable plan record

THE JAMES R. WHELAN AGENCY 401(K) PLAN

Sponsored by THE JAMES R. WHELAN AGENCY, LLC · EIN/PN 800272309-402

Selected filing history

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

Employer money per active participant
2025
$0
Administrative cost per participant
2025
$13
Active participants
2025
8
Total plan assets
2025
$43,063
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260617220046NAL00016553790128$0
Public filing identifier

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