Plan Snapshot
- Plan Sponsor: Zaugg Financial Group INC
- Sponsor EIN: 541818996
- Sponsor Address: 1004 VINEYARD CT, CHESAPEAKE, VA, 233228874
- Plan Type: 401(k)
- 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 | $36,031 | $61,454 |
| 2024 | 2 | $77,035 | $36,740 | $59,595 |
| 2023 | 2 | $32,408 | $47,075 | $60,106 |
| 2022 | 1 | $221,997 | $49,302 | $33,912 |