Plan Snapshot
- Plan Sponsor: Shg Planning, INC.
- Sponsor EIN: 112870073
- Sponsor Address: 5 HEMLOCK DRIVE, BROOKVILLE, NY, 11545
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 4
- Total Assets: $3.5M
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. |
|---|
| 2025 | 4 | $3.5M | $0 | $0 |
| 2024 | 3 | $2.9M | $0 | $25,543 |
| 2023 | 3 | $2.9M | $0 | $25,543 |
| 2022 | 3 | $3.3M | $0 | $24,981 |
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