Original filing (PDF)20251229104601NAL0025810208001

MAHER AND COMPANY PC

Name: MAHER AND COMPANY PC — MAHER AND COMPANY PC MCF BENEFIT PLAN, Form 5500 (2024)
Creator: MAHER AND COMPANY PC

Form 5500-SF

FILING_RECEIVED

MAHER AND COMPANY PC MCF BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$86K

Net assets (EOY)

$24K

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 MAHER AND COMPANY PC.

Plan sponsor

Name

MAHER AND COMPANY PC

EIN

43-1857127

Address

101 S HANLEY RD · SAINT LOUIS, MO · 63105

Phone

(314) 726-0626

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Name

BECKY WEKENBORG

EIN

82-0912782

City

JEFFERSON CITY, MO

Phone

(573) 634-3511

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-06-01

Tax period

2025-05-31

Filed

2025-12-29

Welfare benefit codes

4A · Health (other than dental or vision)

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

Related plans

Similar-size CPA Offices plans

IMPERIAL ACCOUNTING SOLUTIONS, LLC

IMPERIAL ACCOUNTING SOLUTIONS 401(K) PLAN

$86K · 2 participants

SAFER & COMPANY

SAFER & 401(K) PLAN

$86K · 4 participants

TRUSTEES OF THE OSCPA GROUP HEALTH TRUST

OSCPA GROUP HEALTH PLAN

$86K · 357 participants

M & I SERVICES.

M & I SERVICES, INC. 401K PLAN

$86K · 3 participants

TETSUKO S. HO, C.P.A., INC.

TETSUKO S. HO, C.P.A., INC. PROFIT SHARING PLAN

$85K · 2 participants