Original filing (PDF)20251119103145NAL0009051954001

MCDONOUGH & ARTZ, P.C.

Name: MCDONOUGH & ARTZ, P.C. — MCDONOUGH & ARTZ, P.C. PROFIT SHARING & 401(K) PLAN, Form 5500 (2024)
Creator: MCDONOUGH & ARTZ, P.C.

Form 5500-SF

FILING_RECEIVED

MCDONOUGH & ARTZ, P.C. PROFIT SHARING & 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MCDONOUGH & ARTZ, P.C..

Plan sponsor

Name

MCDONOUGH & ARTZ, P.C.

EIN

16-1110630

Address

46 HALLEY DRIVE · BLUE POINT, NY · 11772

Phone

(607) 772-6070

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2025-11-19

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

KEENEY, WAITE & STEVENS, A.P.C.

KEENEY, WAITE & STEVENS 401(K) PROFIT SHARING PLAN

$1.8M · 6 participants

SCHLISSEL OSTROW KARABATOS, PLLC

SCHLISSEL OSTROW KARABATOS, PLLC DEFINED BENEFIT PLAN

$1.8M · 8 participants

KESSLER & KESSLER

KESSLER & KESSLER PROFIT SHARING PLAN

$1.8M · 1 participants

COHEN, MANNI, THEUNE & MANNI LLP

COHEN, MANNI, THEUNE, & MANNI, LLP PROFIT SHARING PLAN

$1.8M · 7 participants

DZENITIS NEWMAN, PLLC

DZENITIS NEWMAN, PLLC 401(K) PLAN