· 2022–2024 · DOL EFAST2

MACDONALD & MACDONALD, P.C. — MACDONALD & MACDONALD, P.C. CASH BALANCE PENSION PLAN, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20251015104052NAL0005992448001

MACDONALD & MACDONALD, P.C.

Form 5500-SF

FILING_RECEIVED

MACDONALD & MACDONALD, P.C. CASH BALANCE PENSION PLAN

Defined-benefit pension plan

Active participants

3

Accounts w/ balance

0

Plan assets (EOY)

$952K

Net assets (EOY)

$952K

Plan health score

Above-average plan

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

6

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (2nd percentile).

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 MACDONALD & MACDONALD, P.C..

Plan sponsor

Name

MACDONALD & MACDONALD, P.C.

EIN

52-2081733

Address

10045 RED RUN BOULEVARD · SUITE 350 · OWINGS MILLS, MD · 21117

Phone

(301) 858-5888

Industry

Law Offices· Professional & Technical Servicessee 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

2025-10-15

Pension benefit codes

1C · Cash balance or similar hybrid DB

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

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 Law Offices plans

RITCHIE & ASSOCIATES, LLC

RITCHIE & ASSOCIATES, LLC EMPLOYEES' RETIREMENT PLAN

$952K · 6 participants

SILVERMAN & JAFFE,A PROFESSIONAL CORPORATION

SILVERMAN JAFFE 401(K) PLAN

$952K · 8 participants

LIGHT & WYATT, LLC

LIGHT & WYATT, LLC CASH BALANCE PLAN

$952K · 7 participants

ASHERSON, KLEIN & DARBINIAN

ASHERSON, KLEIN & DARBINIAN PROFIT SHARING PLAN

$952K · 4 participants

LEGARE, ATTWOOD, & RAGAN, LLC

LEGARE, ATTWOOD & RAGAN 401(K) PLAN