P 401(k) Plan Report

Stable plan record

BERTRAND, FOX, ELLIOT, OSMAN & WENZEL 401(K) PROFIT SHARING PLAN

Sponsored by BERTRAND, FOX, ELLIOT, OSMAN & WENZEL, LLP · EIN/PN 934248982-001

Selected filing history

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

Employer money per active participant
2025
$242
Administrative cost per participant
2025
$467
Active participants
2025
33
Total plan assets
2025
$13,005,646
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260721124830NAL001631541000133$242
Public filing identifier

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