How big is McDonald Jacobs, P.C.'s plan?

McDonald Jacobs, P.C.'s plan reported $13.6M in assets and 39 participants for 2023.

Original filing (PDF)20250204132325NAL0008578257001

McDonald Jacobs, P.C.

Name: McDonald Jacobs, P.C. — McDonald Jacobs, P.C. 401(k), Form 5500 (2023)
Creator: McDonald Jacobs, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

McDonald Jacobs, P.C. 401(k) and Profit Sharing Plan

401(k) retirement plan · McDonald Jacobs, P.C.'s McDonald Jacobs, P.C. 401(k) and Profit Sharing Plan held $13.6M in plan assets for 39 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$13.6M

Net assets (EOY)

$13.6M

People on this filing

Karin Wandtke signed McDonald Jacobs, P.C.'s 2023 Form 5500 as plan administrator.

Karin Wandtke — 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

McDonald Jacobs, P.C.'s EIN is 93-0900579.

EIN 93-0900579

Plan number 001

Plan year 2023

ACK ID 20250204132325NAL0008578257001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for McDonald Jacobs, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

McDonald Jacobs, P.C.'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 MCDONALD JACOBS, P.C..

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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