Plan Snapshot
- Plan Sponsor: Swartz Taliaferro Swartz And Goodove PC
- Sponsor EIN: 541160814
- Sponsor Address: 220 WEST FREEMASON STREET, NORFOLK, VA, 23510
- Plan Type: DC
- Total Participants: 12
- Total Assets: $3.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 12 | $3.6M | $53,787 | $124,387 |
| 2024 | 12 | $3.6M | $53,787 | $124,387 |
| 2023 | 14 | $3.3M | $59,343 | $128,282 |
| 2022 | 13 | $2.9M | $53,381 | $114,111 |