P 401(k) Plan Report

Stable plan record

JOSE CHAVEZ AGENCY 401(K) PLAN

Sponsored by JOSE CHAVEZ-LINDLEY AGENCY, INC. · EIN/PN 900006887-001

Selected filing history

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

Employer money per active participant
2025
$1,644
Administrative cost per participant
2025
$145
Active participants
2025
6
Total plan assets
2025
$142,204
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260521171007NAL00034445600016$1,644
Public filing identifier

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