How big is Mershon and McDonald, LLC's plan?

Mershon and McDonald, LLC's plan reported $508K in assets and 1 participants for 2024.

Original filing (PDF)20250701092714NAL0018297456001

Mershon and McDonald, LLC

Name: Mershon and McDonald, LLC — Mershon and McDonald, Form 5500 (2024)
Creator: Mershon and McDonald, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Mershon and McDonald, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Mershon and McDonald, LLC's Mershon and McDonald, LLC 401(k) Profit Sharing Plan held $508K in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$508K

Net assets (EOY)

$508K

People on this filing

Ellen McDonald signed Mershon and McDonald, LLC's 2024 Form 5500 as plan administrator.

Ellen McDonald — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Mershon and McDonald, LLC's EIN is 43-1792741.

EIN 43-1792741

Plan number 002

Plan year 2024

ACK ID 20250701092714NAL0018297456001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Mershon and McDonald, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Mershon and McDonald, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, life insurance.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MERSHON AND MCDONALD, LLC.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (98th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

MERSHON AND MCDONALD, LLC

EIN

all filings

Address

211 E. 72ND STREET · KANSAS CITY, MO · 64114

Phone

(816) 213-4355

Industry

Arts, Entertainment, Recreation

Plan administrator