WILLIAM G. MCKEE, INC., CPA 401(K) PLAN

[ EIN: 33-0784283 | Plan No. 003 ]

WILLIAM G. MCKEE, INC., CPA 401(K) PLAN is reported on Form 5500 as a 401(k) plan sponsored by WILLIAM G. MCKEE, INC., CPA. For the 2024 plan year, the plan had 11 participants and total assets of $2,978,009.

These filings allow insight into employer-sponsored plan structure, participation levels, and financial data.

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Plan Sponsor: WILLIAM G. MCKEE, INC., CPA

Location: 5190 GOVERNOR DRIVE, SUITE 105, SAN DIEGO, CA 92122

EIN: 330784283

Plan Number: 003

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 11

Total Assets: $2,978,009

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