Original filing (PDF)20250903123439NAL0025995360001

MCMILLAN, WHITEMAN & ASSOCIATES, PLLC

Name: MCMILLAN, WHITEMAN & ASSOCIATES, PLLC — WEBB, LORAH & MCMILLAN, PLLC 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: MCMILLAN, WHITEMAN & ASSOCIATES, PLLC

Form 5500-SF

FILING_RECEIVED

WEBB, LORAH & MCMILLAN, PLLC 401(K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

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 MCMILLAN, WHITEMAN & ASSOCIATES, PLLC.

Plan sponsor

Name

MCMILLAN, WHITEMAN & ASSOCIATES, PLLC

EIN

65-0161812

Address

1107 W. MARION AVENUE, SUITE 115 · PUNTA GORDA, FL · 33950

Phone

(941) 637-8884

Industry

CPA Offices· 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

2025-09-03

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

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

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