# Southwestern Business Brokers INC. 401(k) Plan
Source: https://planprovider.pro/companies/southwestern-business-brokers-inc-813740636-001

> Southwestern Business Brokers INC.'s 401(k) plan: 2 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Southwestern Business Brokers INC.

- **Sponsor EIN:** 813740636

- **Sponsor Address:** 7502 E PINNACLE PEAK RD, B219, SCOTTSDALE, AZ, 85255

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

- **Plan Number:** 001

- **Total Participants:** 2

- **Total Assets:** $191,622

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|2|$191,622|$0|$0|

| 2023|2|$303,765|$0|$0|

| 2022|2|$362,860|$0|$0|

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