Swope Medical Group, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Swope Medical Group, INC.
  • Sponsor EIN: 942706692
  • Sponsor Address: 103 PROVIDENCE MINE ROAD, SUITE 203, NEVADA CITY, CA, 959592949
  • Plan Type: 401(k)
  • Total Participants: 20
  • Total Assets: $17.7M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202420$17.7M$467,148$288,401
202319$15.2M$511,439$290,233
202221$12.6M$482,058$239,952

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