Plan Snapshot
- Plan Sponsor: Swat Surgical Associates, L.L.P.
- Sponsor EIN: 450504628
- Sponsor Address: 3509 22ND STREET, LUBBOCK, TX, 79410
- Plan Type: 401(k)
- Total Participants: 35
- Total Assets: $8.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 35 | $8.7M | $311,901 | $155,455 |
| 2023 | 33 | $10.2M | $288,064 | $177,336 |
| 2022 | 29 | $8.4M | $294,748 | $204,560 |