Original filing (PDF)20250723182404NAL0002069027001

MCMAHAN & MCMAHAN BOOKKEEPING, T

Name: MCMAHAN & MCMAHAN BOOKKEEPING, T — MCMAHAN & MCMAHAN BOOKKEEPING, TAX AND FINANCIAL SERVICES, INC., Form 5500 (2024)
Creator: MCMAHAN & MCMAHAN BOOKKEEPING, T

Form 5500-SF

FILING_RECEIVED

MCMAHAN & MCMAHAN BOOKKEEPING, TAX AND FINANCIAL SERVICES, INC.

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$7K

Net assets (EOY)

$7K

Plan health score

/ 100

Grade B

Above-average plan

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MCMAHAN & MCMAHAN BOOKKEEPING, T.

Plan sponsor

Name

MCMAHAN & MCMAHAN BOOKKEEPING, T

EIN