Original filing (PDF)20240911142817NAL0007166673001

MICHAEL C. ALLEN & CO., CPA'S PLLC

Name: MICHAEL C. ALLEN & CO., CPA'S PLLC — MICHAEL C. ALLEN & CO. , CPA'S PLLC PENSION PLAN, Form 5500 (2023)
Creator: MICHAEL C. ALLEN & CO., CPA'S PLLC

Form 5500-SF

FILING_RECEIVED

MICHAEL C. ALLEN & CO. , CPA'S PLLC PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MICHAEL C. ALLEN & CO., CPA'S PLLC.

Plan sponsor

Name

MICHAEL C. ALLEN & CO., CPA'S PLLC

EIN

11-3634653all filings

Address

1983 MARCUS AVENUE, SUITE 137 · LAKE SUCCESS, NY · 11042

Phone

(516) 775-3000

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator