How big is Donna M McTee's plan?

Donna M McTee's plan covered 13 participants for 2023.

Original filing (PDF)20240624131950NAL0012991570001

Donna M McTee

Name: Donna M McTee — Donna M McTee 401(k) Profit Sharing, Form 5500 (2023)
Creator: Donna M McTee
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Donna M McTee 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Donna M McTee's Donna M McTee 401(k) Profit Sharing Plan & Trust covered 13 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Edward Rojas signed Donna M McTee's 2023 Form 5500 as plan administrator.

Edward Rojas — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Donna M McTee's EIN is 03-0569668.

EIN 03-0569668

Plan number 001

Plan year 2023

ACK ID 20240624131950NAL0012991570001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Donna M McTee from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Donna M McTee's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DONNA M MCTEE.

Finding similar companies…

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off