Original filing (PDF)20260506213348NAL0004274258001

Michaelson and Messinger Insurance Specialists LLC

Name: Michaelson and Messinger Insurance Specialists LLC — Form 5500 Plan 001 (2025)
Creator: Michaelson and Messinger Insurance Specialists LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Michaelson & Messinger, LLC 401(k) Plan

401(k) retirement plan · Michaelson and Messinger Insurance Specialists LLC's Michaelson & Messinger, LLC 401(k) Plan held $848K in plan assets for 10 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$848K

Net assets (EOY)

$848K

People on this filing

Phillip Stonis signed Michaelson and Messinger Insurance Specialists LLC's 2025 Form 5500 as plan administrator.

Phillip Stonis — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Michaelson and Messinger Insurance Specialists LLC's EIN is 11-3793219.

EIN 11-3793219

Plan number 001

Plan year 2025

ACK ID 20260506213348NAL0004274258001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Michaelson and Messinger Insurance Specialists LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Michaelson and Messinger Insurance Specialists LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MICHAELSON AND MESSINGER INSURANCE SPECIALISTS LLC.

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score