How big is James G. McGee, D.D.S.'s plan?

James G. McGee, D.D.S.'s plan reported $1.4M in assets and 6 participants for 2024.

Original filing (PDF)20251014111617NAL0005642498001

James G. McGee, D.D.S.

Name: James G. McGee, D.D.S. — James G. MC GEE, D.D.S., Form 5500 (2024)
Creator: James G. McGee, D.D.S.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

James G. MC GEE, D.D.S. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · James G. McGee, D.D.S.'s James G. MC GEE, D.D.S. 401(k) Profit Sharing Plan & Trust held $1.4M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan identifiers

James G. McGee, D.D.S.'s EIN is 74-2907796.

EIN 74-2907796

Plan number 001

Plan year 2024

ACK ID 20251014111617NAL0005642498001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for James G. McGee, D.D.S. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

James G. McGee, D.D.S.'s plan includes profit-sharing, a 401(k) feature, life insurance.

Decision-maker contacts

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Plan health score

Above-average plan

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