Original filing (PDF)20260402214512NAL0002801617001

McNeely McCormick & Beaty PLLC DBA Newton Jones & McNeely

Name: McNeely McCormick & Beaty PLLC DBA Newton Jones & McNeely — Form 5500 Plan 001 (2025)
Creator: McNeely McCormick & Beaty PLLC DBA Newton Jones & McNeely
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

McNeely McCormick & Beaty PLLC 401(k) Plan

401(k) retirement plan · McNeely McCormick & Beaty PLLC DBA Newton Jones & McNeely's McNeely McCormick & Beaty PLLC 401(k) Plan held $1.8M in plan assets for 9 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan identifiers

McNeely McCormick & Beaty PLLC DBA Newton Jones & McNeely's EIN is 92-0986592.

EIN 92-0986592

Plan number 001

Plan year 2025

ACK ID 20260402214512NAL0002801617001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for McNeely McCormick & Beaty PLLC DBA Newton Jones & McNeely from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

McNeely McCormick & Beaty PLLC DBA Newton Jones & McNeely's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MCNEELY MCCORMICK & BEATY PLLC DBA NEWTON JONES & MCNEELY.

Finding similar companies…

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