Original filing (PDF)20250903123439NAL0025995360001

McMillan, Whiteman & Associates, PLLC

Name: McMillan, Whiteman & Associates, PLLC — Webb, Lorah, Form 5500 (2024)
Creator: McMillan, Whiteman & Associates, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Webb, Lorah & McMillan, PLLC 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · McMillan, Whiteman & Associates, PLLC's Webb, Lorah & McMillan, PLLC 401(k) Profit Sharing Plan and Trust held $1.8M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th 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 MCMILLAN, WHITEMAN & ASSOCIATES, PLLC.

Plan sponsor

Name

MCMILLAN, WHITEMAN & ASSOCIATES, PLLC

EIN

65-0161812all filings

Address

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

Phone

(941) 637-8884

Industry

CPA Offices· Professional & Technical Services

Plan administrator