P 401(k) Plan Report

Stable plan record

CASH & FORBES INSURANCE GROUP, LLC 401(K) PLAN

Sponsored by CASH & FORBES INSURANCE GROUP, LLC DBA MEMORIAL INSURANCE AGENCY · EIN/PN 823239006-001

Selected filing history

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

Employer money per active participant
2025
$2,755
Administrative cost per participant
2025
$231
Active participants
2025
22
Total plan assets
2025
$940,137
Participant loans as a share of assets
2025
9.1%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260409201415NAL000748361900122$2,755
Public filing identifier

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