· 2022–2024 · DOL EFAST2

MCGHEE CPA AND CONSULTANTS PA — MCGHEE CPA AND CONSULTANTS PA 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)

Original filing (PDF)20250511173344NAL0036637154001

MCGHEE CPA AND CONSULTANTS PA

Form 5500-SF

FILING_RECEIVED

MCGHEE CPA AND CONSULTANTS PA 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

3

Accounts w/ balance

3

Plan assets (EOY)

$149K

Net assets (EOY)

$149K

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

78

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MCGHEE CPA AND CONSULTANTS PA.

Plan sponsor

Name

MCGHEE CPA AND CONSULTANTS PA

EIN

45-3909746all filings

Address

PO BOX 945 · LYNN HAVEN, FL · 324440945

Phone

(850) 276-0827

Industry

All Other Professional Services· Professional & Technical Servicessee 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

2025-05-11

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size All Other Professional Services plans

TARGET COMMUNICATIONS INCORPOR

TARGET COMMUNICATIONS INCORPOR 401(K) PROFIT SHARING PLAN & TRUST

$149K · 4 participants

BUILDWELL LLC RETIREMENT TRUST

$149K · 7 participants

STARTING POINT INC.

STARTING POINT INC 401(K) PROFIT SHARING PLAN AND TRUST

$149K · 4 participants

AXIAS WEALTH ADVISORS, LLC

CHRISTINA ENTERPRISES 401(K) PROFIT SHARING PLAN

$149K · 5 participants

JOBLEADERS, INC.

JOBLEADERS, INC. PROFIT SHARING PLAN AND TRUST

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.