P 401(k) Plan Report

Stable plan record

MCKELVEY CPA 401K PLAN

Sponsored by SHARON MCKELVEY CPA LLC · EIN/PN 821870477-001

Selected filing history

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

Employer money per active participant
2025
$558
Administrative cost per participant
2025
Not reported
Active participants
2025
5
Total plan assets
2025
$217,181
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260518112053NAL00000255390015$558
Public filing identifier

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