P 401(k) Plan Report

Stable plan record

SOUTHWELL & O'ROURKE, P.S. 401(K) PLAN

Sponsored by SOUTHWELL & O'ROURKE, P.S. · EIN/PN 910979516-001

Selected filing history

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

Employer money per active participant
2025
$25,734
Administrative cost per participant
2025
$12,552
Active participants
2025
3
Total plan assets
2025
$10,553,210
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260610085216NAL00044116350013$25,734
Public filing identifier

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