# David Schwenk Financial, INC. 401(k) Plan
Source: https://planprovider.pro/companies/david-schwenk-financial-inc-462437641-001

> David Schwenk Financial, INC.'s 401(k) plan: 4 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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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