Plan Snapshot
- Plan Sponsor: Mgn Tax & Advisory Group, LLC
- Sponsor EIN: 861635467
- Sponsor Address: 18803 RIVENDELL COURT, LAKE OSWEGO, OR, 97034
- Plan Type: 401(k)
- Total Participants: 4
- Total Assets: $933,671
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 4 | $933,671 | $23,044 | $59,900 |
| 2023 | 3 | $793,041 | $25,315 | $45,600 |
| 2022 | 4 | $698,622 | $32,528 | $63,853 |