How big is Michael Rose, CPA PC's plan?

Michael Rose, CPA PC's plan reported $508K in assets and 6 participants for 2024.

Original filing (PDF)20251008170307NAL0003164147001

Michael Rose, CPA PC

Name: Michael Rose, CPA PC — Michael Rose, CPA PC 401(k), Form 5500 (2024)
Creator: Michael Rose, CPA PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Michael Rose, CPA PC 401(k) P/S Plan

401(k) retirement plan · Michael Rose, CPA PC's Michael Rose, CPA PC 401(k) P/S Plan held $508K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$508K

Net assets (EOY)

$508K

People on this filing

Michael Wayne Rose signed Michael Rose, CPA PC's 2024 Form 5500 as plan administrator.

Michael Wayne Rose — 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

Michael Rose, CPA PC's EIN is 20-4031869.

EIN 20-4031869

Plan number 001

Plan year 2024

ACK ID 20251008170307NAL0003164147001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Michael Rose, CPA PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Michael Rose, CPA PC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MICHAEL ROSE, CPA PC.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

MICHAEL ROSE, CPA PC

EIN

all filings

Address

614 TEXAS PARKWAY · SUITE 300 · MISSOURI CITY, TX · 77489

Phone

(281) 403-0730

Industry

CPA Offices· Professional & Technical Services

Plan administrator