# Zaugg Financial Group INC 401(k) Plan
Source: https://planprovider.pro/companies/zaugg-financial-group-inc-541818996-001

> Zaugg Financial Group INC's 401(k) plan: 2 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Zaugg Financial Group INC

- **Sponsor EIN:** 541818996

- **Sponsor Address:** 1004 VINEYARD CT, CHESAPEAKE, VA, 233228874

- **Plan Type:** 401(k)

- **Plan Number:** 001

- **Total Participants:** 2

- **Total Assets:** $137,821

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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.|

| 2025|2|$137,821|$0|$0|

| 2024|2|$77,035|$36,740|$59,595|

| 2023|2|$32,408|$47,075|$60,106|

| 2022|1|$221,997|$49,302|$33,912|

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