Original filing (PDF)20251010131952NAL0004646659001

Bob McMahon, Inc. DBA Premier Wealth Management

Name: Bob McMahon, Inc. DBA Premier Wealth Management — Form 5500 Plan 002 (2024)
Creator: Bob McMahon, Inc. DBA Premier Wealth Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bob McMahon, Inc. 401(k) Plan

401(k) retirement plan · Bob McMahon, Inc. DBA Premier Wealth Management's Bob McMahon, Inc. 401(k) Plan filed a Form 5500 for plan year 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

Bob McMahon, Inc. DBA Premier Wealth Management's EIN is 80-0060408.

EIN 80-0060408

Plan number 002

Plan year 2024

ACK ID 20251010131952NAL0004646659001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Bob McMahon, Inc. DBA Premier Wealth Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Bob McMahon, Inc. DBA Premier Wealth Management's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BOB MCMAHON, INC. DBA PREMIER WEALTH MANAGEMENT.

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score