Southworth-Milton, INC. DB Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Southworth-Milton, INC.
  • Sponsor EIN: 020258444
  • Sponsor Address: 100 QUARRY DRIVE, MILFORD, MA, 01757
  • Plan Type: DB
  • Plan Number: 004
  • Total Participants: 36
  • Total Assets: $6.3M

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.
202336$6.3M$36,250$0
202237$5.6M$31,355$0

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