Original filing (PDF)20251009094354NAL0015168626001

MCGILBERRY & SHIRER, LLP

Name: MCGILBERRY & SHIRER, LLP — MCGILBERRY & SHIRER, LLP 401(K) PLAN, Form 5500 (2024)
Creator: MCGILBERRY & SHIRER, LLP

Form 5500-SF

FILING_RECEIVED

MCGILBERRY & SHIRER, LLP 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

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 MCGILBERRY & SHIRER, LLP.

Plan sponsor

Name

MCGILBERRY & SHIRER, LLP

EIN

75-2968796

Address

5720 LBJ FREEWAY, SUITE 575 · DALLAS, TX · 75240

Phone

(972) 392-1225

Industry

Law 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

2025-10-09

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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