Plan Snapshot
- Plan Sponsor: Merkley, Newman & Mclaws, INC.
- Sponsor EIN: 860819859
- Sponsor Address: PO BOX 5028, MESA, AZ, 852115028
- Plan Type: DB
- Total Participants: 2
- Total Assets: $1.8M
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 2 | $1.8M | $19,477 | $0 |
| 2024 | 1 | $2.0M | $20,401 | $0 |
| 2023 | 3 | $1.3M | $14,511 | $0 |
| 2022 | 3 | $903,672 | $168,141 | $0 |