Mgn Tax & Advisory Group LLC
Plan context: Mgn Tax & Advisory Group 401(K) Plan
EIN 86-1635467 • Lake Oswego, OR • 9 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
4
2024 Assets
$1,563,794
2024 Contributions
$252,944
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 3 | 4 | $1,563,794 | $252,944 | $63,236iApproximate average salary by contribution assumption: employee only about $1,580,900 at 4% or $1,053,933 at 6%; with 50% employer match about $1,053,933 at 4% or $702,622 at 6%; with 100% employer match about $790,450 at 4% or $526,967 at 6%. |
| Mgn Tax & Advisory Group 401(K) Plan | - | 4 | $933,671 | $82,944 | $20,736iApproximate average salary by contribution assumption: employee only about $518,400 at 4% or $345,600 at 6%; with 50% employer match about $345,600 at 4% or $230,400 at 6%; with 100% employer match about $259,200 at 4% or $172,800 at 6%. |
| MGN TAX & ADVISORY GROUP, LLC CASH BALANCE PLAN | - | 4 | $630,123 | $170,000 | $42,500iApproximate average salary by contribution assumption: employee only about $1,062,500 at 4% or $708,333 at 6%; with 50% employer match about $708,333 at 4% or $472,222 at 6%; with 100% employer match about $531,250 at 4% or $354,167 at 6%. |
| SUNDBERG NICKS CPAS LLC DEFINED BENEFIT PLAN | - | 0 | $0 | $0 | - |
| 2023 | 2 | 3 | $1,237,449 | $255,915 | $85,305iApproximate average salary by contribution assumption: employee only about $2,132,625 at 4% or $1,421,750 at 6%; with 50% employer match about $1,421,750 at 4% or $947,833 at 6%; with 100% employer match about $1,066,313 at 4% or $710,875 at 6%. |
| Mgn Tax & Advisory Group 401(K) Plan | - | 3 | $793,041 | $70,915 | $23,638iApproximate average salary by contribution assumption: employee only about $590,958 at 4% or $393,972 at 6%; with 50% employer match about $393,972 at 4% or $262,648 at 6%; with 100% employer match about $295,479 at 4% or $196,986 at 6%. |
| MGN TAX & ADVISORY GROUP, LLC CASH BALANCE PLAN | - | 3 | $444,408 | $185,000 | $61,667iApproximate average salary by contribution assumption: employee only about $1,541,667 at 4% or $1,027,778 at 6%; with 50% employer match about $1,027,778 at 4% or $685,185 at 6%; with 100% employer match about $770,833 at 4% or $513,889 at 6%. |
| 2022 | 2 | 4 | $953,082 | $587,055 | $146,764iApproximate average salary by contribution assumption: employee only about $3,669,094 at 4% or $2,446,063 at 6%; with 50% employer match about $2,446,063 at 4% or $1,630,708 at 6%; with 100% employer match about $1,834,547 at 4% or $1,223,031 at 6%. |
| Mgn Tax & Advisory Group 401(K) Plan | - | 4 | $698,622 | $441,055 | $110,264iApproximate average salary by contribution assumption: employee only about $2,756,594 at 4% or $1,837,729 at 6%; with 50% employer match about $1,837,729 at 4% or $1,225,153 at 6%; with 100% employer match about $1,378,297 at 4% or $918,865 at 6%. |
| MGN TAX & ADVISORY GROUP, LLC CASH BALANCE PLAN | - | 4 | $254,460 | $146,000 | $36,500iApproximate average salary by contribution assumption: employee only about $912,500 at 4% or $608,333 at 6%; with 50% employer match about $608,333 at 4% or $405,556 at 6%; with 100% employer match about $456,250 at 4% or $304,167 at 6%. |
| 2021 | 2 | 3 | $344,287 | $65,608 | $21,869iApproximate average salary by contribution assumption: employee only about $546,733 at 4% or $364,489 at 6%; with 50% employer match about $364,489 at 4% or $242,993 at 6%; with 100% employer match about $273,367 at 4% or $182,244 at 6%. |
| Mgn Tax & Advisory Group 401(K) Plan | - | 3 | $344,287 | $65,608 | $21,869iApproximate average salary by contribution assumption: employee only about $546,733 at 4% or $364,489 at 6%; with 50% employer match about $364,489 at 4% or $242,993 at 6%; with 100% employer match about $273,367 at 4% or $182,244 at 6%. |
| SUNDBERG NICKS CPAS LLC DEFINED BENEFIT PLAN | - | 0 | $0 | $0 | - |