Spottswood Companies, INC. 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Spottswood Companies, INC.
  • Sponsor EIN: 650866227
  • Sponsor Address: 506 FLEMING ST, KEY WEST, FL, 33040
  • Plan Type: 401(k)
  • Plan Number: 001
  • Total Participants: 97
  • Total Assets: $9.6M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202597$9.6M$0$0
202482$8.6M$199,134$495,399
2023244$7.2M$206,851$495,950
2022204$5.6M$198,018$404,515

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