How big is Jeffrey B. McAtee PC's plan?

Jeffrey B. McAtee PC's plan reported $794K in assets and 3 participants for 2024.

Original filing (PDF)20250929155147NAL0027177762001

Jeffrey B. McAtee PC

Name: Jeffrey B. McAtee PC — Jeffrey B McAtee PC 401(k), Form 5500 (2024)
Creator: Jeffrey B. McAtee PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jeffrey B McAtee PC 401(k) Profit Sharing Plan

401(k) retirement plan · Jeffrey B. McAtee PC's Jeffrey B McAtee PC 401(k) Profit Sharing Plan held $794K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$794K

Net assets (EOY)

$794K

Plan identifiers

Jeffrey B. McAtee PC's EIN is 93-1207758.

EIN 93-1207758

Plan number 001

Plan year 2024

ACK ID 20250929155147NAL0027177762001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Jeffrey B. McAtee PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Jeffrey B. McAtee PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JEFFREY B. MCATEE PC.

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