Southern Family Ventures, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Southern Family Ventures, INC.
  • Sponsor EIN: 272832091
  • Sponsor Address: 13208 MARCELLA BLVD., LOXAHATHCEE, FL, 33470
  • Plan Type: 401(k)
  • Total Participants: 2
  • Total Assets: $215,162

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: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20242$215,162$2,670$2,670
20232$245,155$1,875$1,875
20222$233,451$1,575$1,575

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