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WILLIAM G. MCKEE, INC., CPA — WILLIAM G. MCKEE, INC., CPA 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250730134646NAL0004819201001
WILLIAM G. MCKEE, INC., CPA
Form 5500-SF
FILING_RECEIVED
WILLIAM G. MCKEE, INC., CPA 401(K) PLAN
401(k) retirement plan
Active participants
11
Accounts w/ balance
4
Plan assets (EOY)
$3.0M
Net assets (EOY)
$3.0M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
WILLIAM G. MCKEE, INC., CPA
.
Find decision makers
Plan sponsor
Name
WILLIAM G. MCKEE, INC., CPA
EIN
33-0784283
Address
5190 GOVERNOR DRIVE, SUITE 105 · SAN DIEGO, CA · 92122
Phone
(858) 587-8925
Industry
CPA Offices
· Professional & Technical Services
see 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
2025-07-30
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
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Knocking points off
Only 36% as many balances as active participants — suggests many active employees aren't deferring.
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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
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