P 401(k) Plan Report

Stable plan record

MACDONALD & WHALEY, D.D.S., P.A. EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST

Sponsored by MACDONALD & WHALEY, D.D.S., P.A. · EIN/PN 561919017-001

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$8,331
Administrative cost per participant
2025
$1,013
Active participants
2025
23
Total plan assets
2025
$6,803,472
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260508121024NAL000387323300123$8,331
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.