# Proactive Brokerage INC. DB Plan
Source: https://planprovider.pro/companies/proactive-brokerage-inc-270407641-001

> Proactive Brokerage INC.'s DB plan: 6 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Proactive Brokerage INC.

- **Sponsor EIN:** 270407641

- **Sponsor Address:** PO BOX 846, PLANDOME, NY, 11030

- **Plan Type:** DB

- **Plan Number:** 001

- **Total Participants:** 6

- **Total Assets:** $1.3M

## 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

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|6|$1.3M|$177,544|$0|

| 2023|4|$1.0M|$178,433|$0|

| 2022|4|$831,578|$145,079|$0|

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