Plan Snapshot
- Plan Sponsor: Kingswood Ventures, INC.
- Sponsor EIN: 831122898
- Sponsor Address: 18819 KINGSWOOD TERRACE, MINNETONKA, MN, 55345
- Plan Type: DC
- Total Participants: 2
- Total Assets: $1.5M
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 | 2 | $1.5M | $1,516 | $34,750 |
| 2024 | 2 | $1.3M | $0 | $0 |
| 2023 | 2 | $1.2M | $15,285 | $30,000 |
| 2022 | 2 | $1.0M | $26,843 | $28,224 |