Plan Snapshot
- Plan Sponsor: Strategic Financial Group, INC.
- Sponsor EIN: 264450234
- Sponsor Address: 9816 PALUXY HTS, COLORADO SPRINGS, CO, 80925
- Plan Type: DC
- Total Participants: 2
- Total Assets: $232,870
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 2 | $232,870 | $0 | $0 |
| 2024 | 2 | $232,870 | $0 | $0 |
| 2023 | 2 | $223,393 | $0 | $0 |
| 2022 | 2 | $210,661 | $0 | $0 |