How big is JAN E McCann's plan?

JAN E McCann's plan reported $1.5M in assets and 2 participants for 2023.

Original filing (PDF)20240909114003NAL0004456689001

JAN E McCann

Name: JAN E McCann — JAN E McCann DPM Inc., Form 5500 (2023)
Creator: JAN E McCann
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

JAN E McCann DPM Inc.

Defined-contribution retirement plan · JAN E McCann's JAN E McCann DPM Inc. held $1.5M in plan assets for 2 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

JAN McCann signed JAN E McCann's 2023 Form 5500 as plan administrator.

JAN McCann — 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

JAN E McCann's EIN is 95-3498056.

EIN 95-3498056

Plan number 001

Plan year 2023

ACK ID 20240909114003NAL0004456689001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for JAN E McCann from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

JAN E McCann's plan includes money-purchase contributions.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JAN E MCCANN.

Finding similar companies…

Plan health score

Above-average plan

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (0th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

JAN E MCCANN

DBA

JAN E MCCANN DPM INC

EIN

all filings

Address

2105 AVENIDA OLIVA · SAN CLEMENTE, CA · 926735634

Phone

—

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-09-09

Pension benefit codes

2C · Money purchase (other than target benefit)

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 Offices of Physicians plans

Eastern Planning, Inc.

Eastern Planning, Inc. 401(k) Profit Sharing Plan

$1.5M · 4 participants

Graham Pediatric Clinic LLC

Graham Pediatric Clinic 401(k) Plan

$1.5M · 7 participants

U Village Endodontics LLC

Allen Endodontics Retirement Plan

$1.5M · 6 participants

Total Joint Specialists, LLC

Total Joint Specialists 401(k) Retirement Plan

$1.5M · 10 participants

Van Wormer Management, LLC

Van Wormer Management 401(k) Plan

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.