Plan Snapshot
- Plan Sponsor: South-West Insurance Agency, INC.
- Sponsor EIN: 540388110
- Sponsor Address: 220 WOOD AVENUE EAST, BIG STONE GAP, VA, 242192822
- Plan Type: 401(k)
- Total Participants: 23
- Total Assets: $4.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 23 | $4.5M | $82,882 | $86,082 |
| 2023 | 21 | $4.1M | $58,383 | $82,807 |
| 2022 | 28 | $3.5M | $61,713 | $89,589 |