How big is Preston & Malcom PC's plan?

Preston & Malcom PC's plan reported $2.4M in assets and 9 participants for 2023.

Original filing (PDF)20240730161417NAL0012034019001

Preston & Malcom PC

Name: Preston & Malcom PC — Preston & Malcom PC 401(k), Form 5500 (2023)
Creator: Preston & Malcom PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Preston & Malcom PC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Preston & Malcom PC's Preston & Malcom PC 401(k) Profit Sharing Plan & Trust held $2.4M in plan assets for 9 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

People on this filing

Kaitlin E Garcia signed Preston & Malcom PC's 2023 Form 5500 as plan administrator.

Kaitlin E Garcia — 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

Preston & Malcom PC's EIN is 58-2059307.

EIN 58-2059307

Plan number 001

Plan year 2023

ACK ID 20240730161417NAL0012034019001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Preston & Malcom PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Preston & Malcom PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PRESTON & MALCOM PC.

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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