Caldwell Muhlenbruch Cpas PC 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Caldwell Muhlenbruch Cpas PC
  • Sponsor EIN: 860539525
  • Sponsor Address: 706 E. BELL RD. STE 209, PHOENIX, AZ, 85022
  • Plan Type: 401(k)
  • Total Participants: 2
  • Total Assets: $419,252

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20252$419,252$11,509$20,000
20242$419,252$11,509$20,000
20232$280,479$9,402$10,000
20222$175,893$9,477$20,000

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