Plan Snapshot
- Plan Sponsor: Seamount Financial Group, INC.
- Sponsor EIN: 841484228
- Sponsor Address: 90 S. CASCADE AVE., SUITE 1140, COLORADO SPRINGS, CO, 80903
- Plan Type: 401(k)
- Total Participants: 4
- Total Assets: $13.6M
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 4 | $13.6M | $80,945 | $61,000 |
| 2023 | 4 | $11.4M | $74,300 | $60,000 |
| 2022 | 4 | $9.5M | $56,600 | $54,000 |