How big is Magnuson, McHugh, Dougherty CPAS, LLC's plan?

Magnuson, McHugh, Dougherty CPAS, LLC's plan reported $8.7M in assets and 30 participants for 2024.

Original filing (PDF)20251015174530NAL0005564065001

Magnuson, McHugh, Dougherty CPAS, LLC

Name: Magnuson, McHugh, Dougherty CPAS, LLC — Magnuson, Form 5500 (2024)
Creator: Magnuson, McHugh, Dougherty CPAS, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Magnuson, McHugh, Dougherty CPAS Employees Profit Sharing Plan & Trust

401(k) retirement plan · Magnuson, McHugh, Dougherty CPAS, LLC's Magnuson, McHugh, Dougherty CPAS Employees Profit Sharing Plan & Trust held $8.7M in plan assets for 30 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.7M

Net assets (EOY)

$8.7M

Plan identifiers

Magnuson, McHugh, Dougherty CPAS, LLC's EIN is 92-1402621.

EIN 92-1402621

Plan number 002

Plan year 2024

ACK ID 20251015174530NAL0005564065001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Magnuson, McHugh, Dougherty CPAS, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Magnuson, McHugh, Dougherty CPAS, LLC'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 MAGNUSON, MCHUGH, DOUGHERTY CPAS, LLC.

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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