S&A Marketing, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: S&A Marketing, INC.
  • Sponsor EIN: 371883303
  • Sponsor Address: 3427 FIELDING AVE, CHARLOTTE, NC, 28211
  • Plan Type: 401(k)
  • Total Participants: 2
  • Total Assets: $45,000

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20242$45,000$1,707$4,268
20223$109,357$3,187$13,192

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