Team Sweasey, INC. DB Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Team Sweasey, INC.
  • Sponsor EIN: 843486420
  • Sponsor Address: 860 WALNUT STREET, SAN LUIS OBISPO, CA, 93401
  • Plan Type: DB
  • Total Participants: 7
  • Total Assets: $3.0M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20257$3.0M$0$0
20247$2.7M$0$0
20237$2.5M$300,000$0
20227$2.0M$0$0

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