Plan Snapshot
- Plan Sponsor: Maxwell & Morgan, P.C.
- Sponsor EIN: 860671607
- Sponsor Address: 4854 E. BASELINE RD., STE 104, MESA, AZ, 85206
- Plan Type: DC
- Plan Number: 001
- Total Participants: 32
- Total Assets: $5.0M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 32 | $5.0M | $86,005 | $241,612 |
| 2023 | 27 | $4.4M | $80,496 | $222,309 |
| 2022 | 28 | $3.7M | $81,795 | $220,296 |