Original filing (PDF)20250904090928NAL0033462018001

FORDE MCGOVERN & ASSOCIATES, INC.

Name: FORDE MCGOVERN & ASSOCIATES, INC. — FORDE MCGOVERN DEFINED BENEFIT PLAN, Form 5500 (2023)
Creator: FORDE MCGOVERN & ASSOCIATES, INC.

Form 5500-SF

FILING_RECEIVED

FORDE MCGOVERN DEFINED BENEFIT PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$791K

Net assets (EOY)

$791K

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 FORDE MCGOVERN & ASSOCIATES, INC..

Plan sponsor

Name

FORDE MCGOVERN & ASSOCIATES, INC.

EIN

33-0671930

Address

905 CALLE AMANECER · STE. 160 · SAN CLEMENTE, CA · 92673

Phone

(949) 713-9098

Industry

Admin Support & Waste Mgmtsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

004

Plan year

2023

Plan year begin

2023-12-01

Tax period

2024-11-30

Filed

2025-09-04

Pension benefit codes

1A · Pay-related DB formula

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 providers

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