How big is William T. McDonald Inc.'s plan?

William T. McDonald Inc.'s plan reported $1.5M in assets and 5 participants for 2024.

Original filing (PDF)20251013141115NAL0000694435001

William T. McDonald Inc.

Name: William T. McDonald Inc. — McDonald Funeral Home, Form 5500 (2024)
Creator: William T. McDonald Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

McDonald Funeral Home Retirement Plan

Defined-contribution retirement plan · William T. McDonald Inc.'s McDonald Funeral Home Retirement Plan held $1.5M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan identifiers

William T. McDonald Inc.'s EIN is 04-2388692.

EIN 04-2388692

Plan number 002

Plan year 2024

ACK ID 20251013141115NAL0000694435001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for William T. McDonald Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

William T. McDonald Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WILLIAM T. MCDONALD INC..

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Plan health score

Top-tier plan health

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

Helping the score