Plan Snapshot
- Plan Sponsor: Swezey Experiences, INC.
- Sponsor EIN: 831709170
- Sponsor Address: 379 CENTER AVE. NW, PORT CHARLOTTE, FL, 33952
- Plan Type: 401(k)
- Total Participants: 1
- Total Assets: $542,351
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 1 | $542,351 | $0 | $0 |
| 2024 | 1 | $542,351 | $0 | $0 |
| 2023 | 1 | $212,968 | $0 | $0 |
| 2022 | 1 | $54,073 | $0 | $0 |