Mike & Steph, INC. 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Mike & Steph, INC.
  • Sponsor EIN: 811206709
  • Sponsor Address: 13868 SE FALCON AVE, HAPPY VALLEY, OR, 97015
  • Plan Type: 401(k)
  • Plan Number: 001
  • Total Participants: 4
  • Total Assets: $3,420

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.
20254$3,420$0$0
20248$902,738$24,295$72,109
20236$792,651$21,292$73,719
20226$606,444$28,009$71,581

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