How big is Carlson, McMahon, PLLC's plan?

Carlson, McMahon, PLLC's plan reported $3.4M in assets and 3 participants for 2024.

Original filing (PDF)20251007154425NAL0002585107001

Carlson, McMahon, PLLC

Name: Carlson, McMahon, PLLC — Carlson & McMahon, PLLC, Form 5500 (2024)
Creator: Carlson, McMahon, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Carlson & McMahon, PLLC 401(k) Profit Sharing Plan

401(k) retirement plan · Carlson, McMahon, PLLC's Carlson & McMahon, PLLC 401(k) Profit Sharing Plan held $3.4M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

People on this filing

Patrick McMahon signed Carlson, McMahon, PLLC's 2024 Form 5500 as plan administrator.

Patrick McMahon — 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

Carlson, McMahon, PLLC's EIN is 91-1994412.

EIN 91-1994412

Plan number 001

Plan year 2024

ACK ID 20251007154425NAL0002585107001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Carlson, McMahon, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Carlson, McMahon, PLLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CARLSON, MCMAHON, 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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (93rd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

CARLSON, MCMAHON, PLLC

EIN

all filings

Address

P.O. BOX 2965 · WENATCHEE, WA · 98807

Phone

(509) 662-6131

Industry

Law Offices· Professional & Technical Services

Plan administrator