Original filing (PDF)20230511143344NAL0043412432001

McPhail Associates, LLC

Name: McPhail Associates, LLC — McPhail Associates, LLC, Form 5500 (2022)
Creator: McPhail Associates, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

McPhail Associates, LLC Cash Balance Plan

Defined-benefit pension plan · McPhail Associates, LLC's McPhail Associates, LLC Cash Balance Plan filed a Form 5500 for plan year 2022.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

McPhail Associates, LLC's EIN is 04-3131850.

EIN 04-3131850

Plan number 002

Plan year 2022

ACK ID 20230511143344NAL0043412432001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for McPhail Associates, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

McPhail Associates, LLC's plan includes a cash-balance formula, a frozen benefit (no new accruals).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MCPHAIL ASSOCIATES, LLC.

Finding similar companies…

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off