How big is McGehee & Gerughty, PLLC's plan?

McGehee & Gerughty, PLLC's plan reported $1.1M in assets and 5 participants for 2025.

Original filing (PDF)20260427082212NAL0013204752001

McGehee & Gerughty, PLLC

Name: McGehee & Gerughty, PLLC — Berry & McGehee, PLLC, Form 5500 (2025)
Creator: McGehee & Gerughty, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Berry & McGehee, PLLC 401(k) Plan

401(k) retirement plan · McGehee & Gerughty, PLLC's Berry & McGehee, PLLC 401(k) Plan held $1.1M in plan assets for 5 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Stephanie McGehee-Shacklette signed McGehee & Gerughty, PLLC's 2025 Form 5500 as plan administrator.

Stephanie McGehee-Shacklette — 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

McGehee & Gerughty, PLLC's EIN is 81-0720526.

EIN 81-0720526

Plan number 001

Plan year 2025

ACK ID 20260427082212NAL0013204752001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for McGehee & Gerughty, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

McGehee & Gerughty, PLLC'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 MCGEHEE & GERUGHTY, PLLC.

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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

Knocking points off