How big is Gary McDermott, CPA's plan?

Gary McDermott, CPA's plan reported $2.7M in assets and 5 participants for 2024.

Original filing (PDF)20250925131937NAL0003558051001

Gary McDermott, CPA

Name: Gary McDermott, CPA — Gary McDermott CPA 401(k) Plan, Form 5500 (2024)
Creator: Gary McDermott, CPA
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Gary McDermott CPA 401(k) Plan

401(k) retirement plan · Gary McDermott, CPA's Gary McDermott CPA 401(k) Plan held $2.7M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

Plan identifiers

Gary McDermott, CPA's EIN is 81-0365973.

EIN 81-0365973

Plan number 003

Plan year 2024

ACK ID 20250925131937NAL0003558051001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Gary McDermott, CPA from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Gary McDermott, CPA's plan includes a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GARY MCDERMOTT, CPA.

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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 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 account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Plan sponsor

Name

GARY MCDERMOTT, CPA

EIN

all filings

Address

P. O. BOX 716 · SHELBY, MT · 594740716

Phone

(406) 434-5186

Industry

CPA Offices· Professional & Technical Services

Plan administrator