Macdonald & Macdonald, P.C. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Macdonald & Macdonald, P.C.
  • Sponsor EIN: 522081733
  • Sponsor Address: 181 HARRY S TRUMAN PKWY STE 260, ANNAPOLIS, MD, 214017630
  • Plan Type: 401(k)
  • Total Participants: 3
  • Total Assets: $4.1M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20243$4.1M$47,487$83,500
20234$3.3M$43,125$22,500
20225$2.5M$47,744$19,200

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