P 401(k) Plan Report

Stable plan record

BARKLEE FINANCIAL GROUP 401(K) PLAN

Sponsored by BARKLEE FINANCIAL GROUP, LLC · EIN/PN 842778019-001

Selected filing history

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

Employer money per active participant
2025
$975
Administrative cost per participant
2025
$6
Active participants
2025
9
Total plan assets
2025
$65,090
Participant loans as a share of assets
2025
2.6%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260504220429NAL00003238410899$975
Public filing identifier

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