P 401(k) Plan Report

Stable plan record

KATIE BARD AGENCY LLC 401(K) PROFIT SHARING PLAN & TRUST

Sponsored by KATIE BARD AGENCY LLC · EIN/PN 833390429-001

Selected filing history

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

Employer money per active participant
2025
$2,388
Administrative cost per participant
2025
$569
Active participants
2025
3
Total plan assets
2025
$353,229
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260511121010NAL00053012190013$2,388
Public filing identifier

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