P 401(k) Plan Report

Stable plan record

LINDQUIST INSURANCE 401(K) PLAN

Sponsored by COGAN INSURANCE ADVISORS, INC. DBA LINDQUIST INSURANCE · EIN/PN 831568646-001

Selected filing history

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

Employer money per active participant
2025
$2,605
Administrative cost per participant
2025
$165
Active participants
2025
25
Total plan assets
2025
$2,478,315
Participant loans as a share of assets
2025
1.2%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260331135820NAL000017776000125$2,605
Public filing identifier

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