Sbg Investment Group, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Sbg Investment Group, INC.
  • Sponsor EIN: 843829723
  • Sponsor Address: 7949 9TH AVE SOUTH, SAINT PETERSBURG, FL, 33707
  • Plan Type: 401(k)
  • Total Participants: 2
  • Total Assets: $76,891

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20242$76,891$0$0
20232$176,891$0$0
20222$276,888$0$0

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