P 401(k) Plan Report

Stable plan record

JEFF WARD INSURANCE AGENCY 401(K) PLAN

Sponsored by JEFF WARD INSURANCE AGENCY, INC · EIN/PN 823892236-001

Selected filing history

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

Employer money per active participant
2025
$2,116
Administrative cost per participant
2025
$66
Active participants
2025
7
Total plan assets
2025
$614,708
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260422220140NAL00022125950897$2,116
Public filing identifier

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