Plan Snapshot
- Plan Sponsor: Jackson-Bear Group, INC.
- Sponsor EIN: 202204280
- Sponsor Address: 2133 BROADWAY, FT. MYERS, FL, 33901
- Plan Type: DC
- Total Participants: 8
- Total Assets: $268,773
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 8 | $268,773 | $0 | $0 |
| 2023 | 6 | $355,620 | $0 | $0 |
| 2022 | 6 | $502,479 | $0 | $0 |