Original filing (PDF)20231026155719NAL0009825584001

DAVID MCELRATH PA

Name: DAVID MCELRATH PA — DAVID MCELRATH PA 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2022)
Creator: DAVID MCELRATH PA

Form 5500-SF

FILING_RECEIVED

DAVID MCELRATH PA 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$606K

Net assets (EOY)

$606K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (96th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Decision-maker contacts

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

Plan sponsor

Name

DAVID MCELRATH PA

EIN

65-0503464all filings

Address

2375 TAMIAMI TR N STE 207 · NAPLES, FL · 34103

Phone

(239) 262-1202

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