How big is McMillian & Associates' plan?

McMillian & Associates' plan reported $1.9M in assets and 13 participants for 2023.

Original filing (PDF)20251013073228NAL0002079010001

McMillian & Associates

Name: McMillian & Associates — McMillian & Associates, Form 5500 (2023)
Creator: McMillian & Associates
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

McMillian & Associates Defined Benefit Plan & Trust

Defined-benefit pension plan · McMillian & Associates' McMillian & Associates Defined Benefit Plan & Trust held $1.9M in plan assets for 13 participants in 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

People on this filing

Shane McMillian signed McMillian & Associates' 2023 Form 5500 as plan administrator.

Shane McMillian — 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

McMillian & Associates' EIN is 58-2577306.

EIN 58-2577306

Plan number 001

Plan year 2023

ACK ID 20251013073228NAL0002079010001

Official Form 5500 document

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

Download the official 2023 Form 5500 (PDF)

Plan features

McMillian & Associates' plan includes a defined-benefit pension formula, life insurance.

Decision-maker contacts

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

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score