Mcinnis Marketing Associates, INC. DC Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Mcinnis Marketing Associates, INC.
  • Sponsor EIN: 270449890
  • Sponsor Address: 664 CATHERINE STREET, WARMINSTER, PA, 18974
  • Plan Type: DC
  • Total Participants: 4
  • Total Assets: $960,564

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20254$960,564$50,000$0
20244$960,564$50,000$0
20234$712,024$15,000$0
20225$801,336$30,000$0

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