# Swartz Taliaferro Swartz And Goodove PC DC Plan
Source: https://planprovider.pro/companies/swartz-taliaferro-swartz-and-goodove-pc-plan-002

> Swartz Taliaferro Swartz And Goodove PC's DC plan: 12 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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|

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