MCSWEENEY & ASSOCIATES, A PROFESSIONAL CORPORATION — MC SWEENEY & ASSOCIATES, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
MCSWEENEY & ASSOCIATES, A PROFESSIONAL CORPORATION
Form 5500-SF
FILING_RECEIVED
MC SWEENEY & ASSOCIATES, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
9
Accounts w/ balance
10
Plan assets (EOY)
$3.1M
Net assets (EOY)
$3.1M
Plan health score
91
/ 100
Grade A
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
67
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MCSWEENEY & ASSOCIATES, A PROFESSIONAL CORPORATION.
Plan sponsor
Name
MCSWEENEY & ASSOCIATES, A PROFESSIONAL CORPORATION
EIN
27-0412395
Address
350 CROWN POINT CIRCLE, SUITE 200 · GRASS VALLEY, CA · 95945
Phone
(530) 272-5555
Industry
CPA Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
