· 2022–2024 · DOL EFAST2

GEORGE FELDMAN MCDONALD PLLC — GEORGE FELDMAN MCDONALD PLLC 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)

Original filing (PDF)20250825104947NAL0003877155001

GEORGE FELDMAN MCDONALD PLLC

Form 5500-SF

FILING_RECEIVED

GEORGE FELDMAN MCDONALD PLLC 401(K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

15

Accounts w/ balance

11

Plan assets (EOY)

$350K

Net assets (EOY)

$350K

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

57

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GEORGE FELDMAN MCDONALD PLLC.

Plan sponsor

Name

GEORGE FELDMAN MCDONALD PLLC

EIN

83-1891648all filings

Address

9897 LAKE WORTH ROAD, SUITE 302 · LAKE WORTH, FL · 33467

Phone

(561) 232-6002

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-25

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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