Original filing (PDF)20250403125653NAL0019857826001

POWELL, MC GEE ASSOCIATES, INC.

Name: POWELL, MC GEE ASSOCIATES, INC. — POWELL, MCGEE ASSOCIATES, INC. 401(K) SAFE HARBOR PLAN, Form 5500 (2024)
Creator: POWELL, MC GEE ASSOCIATES, INC.

Form 5500-SF

FILING_RECEIVED

POWELL, MCGEE ASSOCIATES, INC. 401(K) SAFE HARBOR PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

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 POWELL, MC GEE ASSOCIATES, INC..

Plan sponsor

Name

POWELL, MC GEE ASSOCIATES, INC.

EIN

41-1404003

Address

4599 CHATSWORTH ST N · SHOREVIEW, MN · 551265813

Phone

(651) 486-8938

Industry

Manufacturingsee 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

2025-04-03

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Manufacturing plans

SALVADORE TOOL & FINDINGS, INC.

SALVADORE TOOL & FINDINGS, INC. 401(K) SAVINGS PLAN

$3.8M · 22 participants

SILVER TOOL, INC.

SILVER TOOL, INC. 401(K) PLAN

$3.8M · 47 participants

ULTRA PRECISION, INC.

ULTRA PRECISION, INC RETIREMENT SAVINGS PLAN

$3.8M · 45 participants

ADVANCE DEVELOPMENT & MFG CORP

ADVANCE DEVELOPMENT & MFG CORP EMPLOYEES PROFIT SHARING PLAN

$3.8M · 4 participants

FLUKE METAL PRODUCTS, INC.

FLUKE METAL PRODUCTS, INC. 401K PLAN