P 401(k) Plan Report

Stable plan record

HALVORSEN KLOTE 401(K) PLAN

Sponsored by HALVORSEN KLOTE DAVIS LLC · EIN/PN 821605533-001

Selected filing history

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

Employer money per active participant
2025
$4,468
Administrative cost per participant
2025
$456
Active participants
2025
9
Total plan assets
2025
$624,665
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260615154611NAL00001255230019$4,468
Public filing identifier

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