MCGUINN, HILLSMAN & PALEFSKY, A PROFESSIONAL CORPORATION — MCGUINN, HILLSMAN & PALEFSKY, A PROFESSIONAL CORPORATION MONEY PURCHASE PENSION PLAN, Form 5500 (2024) | Form 5500 Search
MCGUINN, HILLSMAN & PALEFSKY, A PROFESSIONAL CORPORATION
Form 5500-SF
FILING_RECEIVED
MCGUINN, HILLSMAN & PALEFSKY, A PROFESSIONAL CORPORATION MONEY PURCHASE PENSION PLAN
Defined-contribution retirement plan
Signals · 1
High average account balance
Active participants
11
Accounts w/ balance
13
Plan assets (EOY)
$12.4M
Net assets (EOY)
$12.4M
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
75
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (93rd percentile).
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MCGUINN, HILLSMAN & PALEFSKY, A PROFESSIONAL CORPORATION.
Plan sponsor
Name
MCGUINN, HILLSMAN & PALEFSKY, A PROFESSIONAL CORPORATION
EIN
94-2556696
Address
220 JACKSON STREET · SUITE 350 · SAN FRANCISCO, CA · 94111
Phone
(415) 421-9292
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-26
Pension benefit codes
2C · Money purchase (other than target benefit)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
