Mcatee & Woods, P.C. DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Mcatee & Woods, P.C.
  • Sponsor EIN: 731603127
  • Sponsor Address: 410 NW 13TH STREET, OKLAHOMA CITY, OK, 73103
  • Plan Type: DC
  • Total Participants: 14
  • Total Assets: $3.7M

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202414$3.7M$32,867$167,976
202314$3.1M$182,875$141,657
202212$2.4M$59,374$87,361

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