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MCDONALD & ASSOCIATES CPA PC — MCDONALD & ASSOCIATES EMPLOYEES 401(K) PROFIT SHARING TRUST, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250623084945NAL0014361698001
MCDONALD & ASSOCIATES CPA PC
Form 5500-SF
FILING_RECEIVED
MCDONALD & ASSOCIATES EMPLOYEES 401(K) PROFIT SHARING TRUST
401(k) retirement plan
Active participants
30
Accounts w/ balance
—
Plan assets (EOY)
$5.1M
Net assets (EOY)
$5.1M
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
MCDONALD & ASSOCIATES CPA PC
.
Find decision makers
Plan sponsor
Name
MCDONALD & ASSOCIATES CPA PC
EIN
38-2529205
Address
3126 DAVENPORT AVE · SAGINAW, MI · 486023647
Phone
(989) 790-1600
Industry
CPA Offices
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-23
Pension benefit codes
2J · 401(k) feature
2E · Profit-sharing
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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Helping the score
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