Plan Snapshot
- Plan Sponsor: Southern Marketing Associates INC.
- Sponsor EIN: 521515928
- Sponsor Address: 6120 HANGING MOSS ROAD, ORLANDO, FL, 32807
- Plan Type: 401(k)
- Total Participants: 20
- Total Assets: $4.8M
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 | 20 | $4.8M | $142,751 | $337,194 |
| 2023 | 19 | $3.6M | $120,474 | $282,208 |
| 2022 | 19 | $4.0M | $117,037 | $265,635 |