MCDONALD FUNERAL HOME RETIREMENT PLAN

[ EIN: 04-2388692 | Plan No. 002 ]

According to Department of Labor Form 5500 data, WILLIAM T. MCDONALD INC. sponsors MCDONALD FUNERAL HOME RETIREMENT PLAN, categorized as a Profit Sharing plan. The filing shows 6 participants and total assets of $1,260,298 for the plan year 2023.

Profit Sharing plans are subject to ERISA disclosure requirements and annual reporting obligations.

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Plan Sponsor: WILLIAM T. MCDONALD INC.

Location: 19 YALE AVENUE, WAKEFIELD, MA 01880

EIN: 042388692

Plan Number: 002

Plan Year: 2023

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: Profit Sharing

Participants: 6

Total Assets: $1,260,298

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