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Original filing (PDF)20250724164756NAL0014488258001
JOHN E. MCGOVERN & ASSOCIATES, PC
Form 5500-SF
FILING_RECEIVED
JOHN E MCGOVERN & ASSOCIATES, PC 401K SAFE HARBOR PLAN
Defined-contribution retirement plan
Active participants
7
Accounts w/ balance
7
Plan assets (EOY)
$3.3M
Net assets (EOY)
$3.3M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JOHN E. MCGOVERN & ASSOCIATES, PC.
Plan sponsor
Name
JOHN E. MCGOVERN & ASSOCIATES, PC
EIN
23-2706331
Address
4109 MAIN STREET · PO BOX 4614 · PHILADELPHIA, PA · 191270614
Phone
(215) 483-5555
Industry
CPA Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-24
Pension benefit codes
2E · Profit-sharing
2H · Partial participant-directed accounts
2S · Automatic enrollment
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
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