# Maxwell & Morgan, P.C. 401(k) Plan
Source: https://planprovider.pro/companies/maxwell-morgan-p-c-plan

> Maxwell & Morgan, P.C.'s 401(k) plan: 32 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Maxwell & Morgan, P.C.

- **Sponsor EIN:** 860671607

- **Sponsor Address:** 4854 E. BASELINE RD., STE 104, MESA, AZ, 85206

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

- **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|

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