Original filing (PDF)20250716093240NAL0004058976001

CHARLES W. MCMAKIN

Name: CHARLES W. MCMAKIN — CHARLES W. MCMAKIN CASH BALANCE PENSION PLAN, Form 5500 (2024)
Creator: CHARLES W. MCMAKIN

Form 5500-SF

FILING_RECEIVED

CHARLES W. MCMAKIN CASH BALANCE PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

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 CHARLES W. MCMAKIN.

Plan sponsor

Name

CHARLES W. MCMAKIN

EIN

45-5029624

Address

2052 ESTATES ROAD · BATON ROUGE, LA · 70809

Phone

(225) 772-2422

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-16

Pension benefit codes

1C · Cash balance or similar hybrid DB

3H · Sponsor in controlled / affiliated group

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

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