How big is McVay Martin Shepard PSC's plan?

McVay Martin Shepard PSC's plan reported $531K in assets and 4 participants for 2024.

Original filing (PDF)20250610130154NAL0024656528001

McVay Martin Shepard PSC

Name: McVay Martin Shepard PSC — McVay Martin Shepard PSC, Form 5500 (2024)
Creator: McVay Martin Shepard PSC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

McVay Martin Shepard PSC 401(k) Plan

401(k) retirement plan · McVay Martin Shepard PSC's McVay Martin Shepard PSC 401(k) Plan held $531K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$531K

Net assets (EOY)

$531K

Plan identifiers

McVay Martin Shepard PSC's EIN is 38-3690946.

EIN 38-3690946

Plan number 001

Plan year 2024

ACK ID 20250610130154NAL0024656528001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for McVay Martin Shepard PSC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

McVay Martin Shepard PSC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MCVAY MARTIN SHEPARD PSC.

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Plan health score

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

Vendor & structure

100

Helping the score