P 401(k) Plan Report

Stable plan record

CARRIE WELCH INSURANCE & FINANCIAL SERVICES, INC. 401(K) PLAN

Sponsored by CARRIE WELCH INSURANCE AND FINANCIAL SERVICES, INC. · EIN/PN 811476624-001

Selected filing history

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

Employer money per active participant
2025
$2,170
Administrative cost per participant
2025
$28
Active participants
2025
8
Total plan assets
2025
$288,137
Participant loans as a share of assets
2025
0.0%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260306153126NAL00032409950048$2,170
Public filing identifier

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