Original filing (PDF)20250703112558NAL0000282515001

MARC MICHAELSEN, INC.

Name: MARC MICHAELSEN, INC. — MARC MICHAELSEN 401(K) PLAN, Form 5500 (2024)
Creator: MARC MICHAELSEN, INC.

Form 5500-SF

FILING_RECEIVED

MARC MICHAELSEN 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$539K

Net assets (EOY)

$539K

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (100th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MARC MICHAELSEN, INC..

Plan sponsor

Name

MARC MICHAELSEN, INC.

EIN

20-1837386

Address

PO BOX 600638 · ST JOHNS, FL · 32260

Phone

(904) 679-5600

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-03

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Wholesale Trade plans

EVEREST AMUSEMENT LLC

EVEREST AMUSEMENT 401(K) PLAN

$535K · 6 participants

BIG SQUIRT INC.

BIG SQUIRT, INC. 401(K) P/S PLAN

$535K · 3 participants

D&D DISTRIBUTING LLC

D&D DISTRIBUTING 401(K) PLAN

$531K · 42 participants

THE PLAQUE SHACK

AWARD COUNTRY 401(K) PLAN

$518K · 22 participants

GENER8 LLC

GENER8 LLC PROFIT SHARING 401(K) PLAN

$517K · 8 participants