Plan Snapshot
- Plan Sponsor: David Schwenk Financial, INC.
- Sponsor EIN: 462437641
- Sponsor Address: 33732 SABAL WAY, LEESBURG, FL, 34788
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 4
- Total Assets: $380,962
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 4 | $380,962 | $0 | $0 |
| 2024 | 3 | $489,782 | $2,318 | $7,481 |
| 2023 | 4 | $504,898 | $3,836 | $20,112 |
| 2022 | 4 | $450,353 | $3,480 | $8,982 |
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