Plan Snapshot
- Plan Sponsor: Shg Planning, INC.
- Sponsor EIN: 112870073
- Sponsor Address: 5 HEMLOCK DRIVE, BROOKVILLE, NY, 11545
- Plan Type: 401(k)
- Total Participants: 3
- Total Assets: $2.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 3 | $2.9M | $0 | $25,543 |
| 2023 | 3 | $2.9M | $0 | $25,543 |
| 2022 | 3 | $3.3M | $0 | $24,981 |