Original filing (PDF)20250204132325NAL0008578257001

MCDONALD JACOBS, P.C.

Name: MCDONALD JACOBS, P.C. — MCDONALD JACOBS, P.C. 401(K) AND PROFIT SHARING PLAN, Form 5500 (2023)
Creator: MCDONALD JACOBS, P.C.

Form 5500-SF

FILING_RECEIVED

MCDONALD JACOBS, P.C. 401(K) AND PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$13.6M

Net assets (EOY)

$13.6M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MCDONALD JACOBS, P.C..

Plan sponsor

Name

MCDONALD JACOBS, P.C.

EIN

93-0900579

Address

121 SW SALMON ST. · SUITE 1000 · PORTLAND, OR · 97204

Phone

(503) 227-0581

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-11-01

Tax period

2024-10-31

Filed

2025-02-04

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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