Original filing (PDF)20250414095728NAL0000712995001

MCHENRY & ASSOCIATES, INC.

Name: MCHENRY & ASSOCIATES, INC. — MCHENRY & ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: MCHENRY & ASSOCIATES, INC.

Form 5500-SF

FILING_RECEIVED

MCHENRY & ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$9.7M

Net assets (EOY)

$9.7M

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 MCHENRY & ASSOCIATES, INC..

Plan sponsor

Name

MCHENRY & ASSOCIATES, INC.

EIN

34-1154346

Address

25001 EMERY ROAD · SUITE 200 · WARRENSVILLE HEIGHTS, OH · 44128

Phone

(216) 292-4696

Industry

Engineering Services· 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

2025-04-14

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

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

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

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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