How big is White & Macdonald, LLP's plan?

White & Macdonald, LLP's plan reported $1.4M in assets and 2 participants for 2022.

Original filing (PDF)20230522123328NAL0005518531001

White & Macdonald, LLP

Name: White & Macdonald, LLP — White & Macdonald, LLP, Form 5500 (2022)
Creator: White & Macdonald, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

White & Macdonald, LLP 401(k) Profit Sharing Plan

401(k) retirement plan · White & Macdonald, LLP's White & Macdonald, LLP 401(k) Profit Sharing Plan held $1.4M in plan assets for 2 participants in 2022.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Rob Macdonald signed White & Macdonald, LLP's 2022 Form 5500 as plan administrator.

Rob Macdonald — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

White & Macdonald, LLP's EIN is 77-0560943.

EIN 77-0560943

Plan number 001

Plan year 2022

ACK ID 20230522123328NAL0005518531001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for White & Macdonald, LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

White & Macdonald, LLP's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WHITE & MACDONALD, LLP.

Finding similar companies…

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