# Southern Wealth Management 401(k) Plan
Source: https://planprovider.pro/companies/southern-wealth-management-401k-plan

> Southern Wealth Management's 401(k) plan: 0 participants, plan year 2022 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2022.

## Plan Snapshot

- **Plan Sponsor:** Southern Wealth Management

- **Sponsor EIN:** 202316955

- **Sponsor Address:** 1826 N. LOOP 1604 W, STE 260, SAN ANTONIO, TX, 78248

- **Plan Type:** 401(k)

- **Total Participants:** 0

- **Total Assets:** $0

## 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.|

| 2023|0|$0|$136,414|$295,939|

| 2022|67|$12.2M|$330,844|$661,945|

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