Plan Snapshot
- Plan Sponsor: Adam J. Swarsen
- Sponsor EIN: 843712545
- Sponsor Address: 22 VALLEY AVENUE, SMITHTOWN, NY, 11787
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 1
- Total Assets: $158,876
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 1 | $158,876 | $0 | $0 |
| 2023 | 1 | $104,855 | $0 | $0 |
| 2022 | 1 | $96,686 | $0 | $0 |