401(k)
2024 plan-year 401(k) DOL Form 5500

Mccreary,Veselka,Bragg & Allen, P.C. 401(k) Profit Sharing Plan & Trust

ERISA Form 5500 plan record drawn from DOL EBSA โ€” verify with linked source filings below.

Sponsored by Mccreary, Veselka, Bragg & Allen P.C. ยท Texas ยท Professional & Technical Services

What the 2023 filing shows

Mccreary,Veselka,Bragg & Allen, P.C. 401(k) Profit Sharing Plan & Trust holds $26M for 181 participants - about $146,138 per participant, up 13.4% over the 2024 plan year.

$26M
total plan assets (2024 EOY)
181
covered participants
$146,138
avg assets per participant
+13.4%
assets growth YoY
Total Assets (2023)
$26M
Participants
181
State
Industry
Professional & Technical Services

What the Filing Says About Mccreary,Veselka,Bragg & Allen, P.C. 401(k) Profit Sharing Plan & Trust

Mccreary,Veselka,Bragg & Allen, P.C. 401(k) Profit Sharing Plan & Trust is a 401(k) retirement plan sponsored by Mccreary, Veselka, Bragg & Allen P.C., headquartered in Texas. As of the 2024 Form 5500 filing, the plan reports $26M in total end-of-year assets and covers 181 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 742305409, and the plan has been effective since 1984-04-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $23M at the beginning of 2024 to $26M at year-end โ€” a gain of 13.4%. Net assets (after liabilities) closed the year at $26M, with reported net income of $3M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows โ€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$23M
Total Assets (End of Year)$26M
Net Assets (End of Year)$26M
Net Income$3M
Plan Type401(k)
Employer EIN742305409
Plan Effective Date1984-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mccreary, Veselka, Bragg & Allen P.C.)

Year Plans Participants Total Assets
2022 1 183 $20M
2023 1 172 $23M
2024 1 181 $26M

Nearby 401(k) Plans in Texas

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Frequently Asked Questions

How much money is in the Mccreary,Veselka,Bragg & Allen, P.C. 401(k) Profit Sharing Plan & Trust?
As of the 2024 Form 5500 filing, Mccreary,Veselka,Bragg & Allen, P.C. 401(k) Profit Sharing Plan & Trust holds $26M in total assets with 181 participants. It is sponsored by Mccreary, Veselka, Bragg & Allen P.C..
What type of plan is Mccreary,Veselka,Bragg & Allen, P.C. 401(k) Profit Sharing Plan & Trust?
Mccreary,Veselka,Bragg & Allen, P.C. 401(k) Profit Sharing Plan & Trust is a 401(k) plan. It has been effective since 1984-04-01. The plan is filed with the U.S. Department of Labor under EIN 742305409.
Who sponsors the Mccreary,Veselka,Bragg & Allen, P.C. 401(k) Profit Sharing Plan & Trust?
Mccreary,Veselka,Bragg & Allen, P.C. 401(k) Profit Sharing Plan & Trust is sponsored by Mccreary, Veselka, Bragg & Allen P.C., located in Texas. The sponsor's EIN is 742305409 and the plan operates in the Professional & Technical Services industry.
How did Mccreary,Veselka,Bragg & Allen, P.C. 401(k) Profit Sharing Plan & Trust perform in 2024?
Mccreary,Veselka,Bragg & Allen, P.C. 401(k) Profit Sharing Plan & Trust grew by 13.4% during 2024, moving from $23M to $26M in total assets. Net income was $3M.
Where can I find official filings for Mccreary,Veselka,Bragg & Allen, P.C. 401(k) Profit Sharing Plan & Trust?
Official Form 5500 filings for Mccreary,Veselka,Bragg & Allen, P.C. 401(k) Profit Sharing Plan & Trust are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 742305409 or plan name at efast.dol.gov.
How does Mccreary,Veselka,Bragg & Allen, P.C. 401(k) Profit Sharing Plan & Trust compare to other plans?
You can compare Mccreary,Veselka,Bragg & Allen, P.C. 401(k) Profit Sharing Plan & Trust against other 401(k) plans on the plan type page, or view plans in Texas on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) โ€” original filing retrieval by EIN 742305409.

Reference: IRS Publication 560 โ€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B โ€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.