P 401(k) Plan Report

Stable plan record

WAKEFIELD INS. AND FIN. SERVICES 401(K) PLAN

Sponsored by WAKEFIELD INSURANCE & FINANCIAL SERVICES INC · EIN/PN 934336525-001

Selected filing history

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

Employer money per active participant
2025
$2,880
Administrative cost per participant
2025
$0
Active participants
2025
15
Total plan assets
2025
$135,606
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260710084327NAL000140318400115$2,880
Public filing identifier

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