# Mgn Tax & Advisory Group, LLC 401(k) Plan
Source: https://planprovider.pro/companies/mgn-tax-advisory-group-llc-401k-plan

> Mgn Tax & Advisory Group, LLC's 401(k) plan: 4 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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