P 401(k) Plan Report

Stable plan record

DAVID JAMES FINANCIAL GROUP, LLC 401(K) PLAN

Sponsored by DAVID JAMES FINANCIAL GROUP, LLC · EIN/PN 821563794-001

Selected filing history

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

Employer money per active participant
2025
$7,746
Administrative cost per participant
2025
$653
Active participants
2025
3
Total plan assets
2025
$1,200,014
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260408105801NAL00190232820013$7,746
Public filing identifier

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