Merkley, Newman & Mclaws, INC. 401(k) Plan

Form 5500 filing data for plan year 2023.

Plan Snapshot

  • Plan Sponsor: Merkley, Newman & Mclaws, INC.
  • Sponsor EIN: 860819859
  • Sponsor Address: PO BOX 5028, MESA, AZ, 852115028
  • Plan Type: 401(k)
  • Total Participants: 0
  • Total Assets: $0

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20240$0$0$0
20234$1.6M$2,046$0
20224$1.4M$1,929$0

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