· 2022–2024 · DOL EFAST2

MCCORMICK AND MITCHELL, A P.C. — MCCORMICK AND MITCHELL, A P. C. PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20250616153351NAL0000563715001

MCCORMICK AND MITCHELL, A P.C.

Form 5500-SF

FILING_RECEIVED

MCCORMICK AND MITCHELL, A P. C. PROFIT SHARING PLAN

Defined-contribution retirement plan

Signals · 1

High average account balance

Active participants

4

Accounts w/ balance

4

Plan assets (EOY)

$487K

Net assets (EOY)

$487K

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

85

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (91st percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MCCORMICK AND MITCHELL, A P.C..

Plan sponsor

Name

MCCORMICK AND MITCHELL, A P.C.

EIN

95-2875484

Address

8885 RIO SAN DIEGO DRIVE, STE 227 · SAN DIEGO, CA · 92108

Phone

(619) 235-8444

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-16

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

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.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

KELLEY, WOLTER, SCOTT, P.A.

KELLEY, WOLTER, SCOTT, P.A. RETIREMENT PLAN

$487K · 6 participants

WILLS, TRUSTS, PROBATE & ELDER LAW FIRM, PLLC

WILLS, TRUSTS, PROBATE & ELDER LAW FIRM, PLLC 401(K) P/S PLAN

$487K · 3 participants

LOVORN & OGLE PLLC

LOVORN & OGLE LAW FIRM 401(K) PROFIT SHARING PLAN

$487K · 13 participants

LARGENT LAW LLC

LARGENT LAW LLC 401(K) PROFIT SHARING PLAN & TRUST

$487K · 2 participants

GAUTHIER MURPHY & HOUGHTALING, LLC