Original filing (PDF)20250603072447NAL0007081987001

MICHAM & MCSWAIN CPA'S

Name: MICHAM & MCSWAIN CPA'S — MICHAM AND MCSWAIN CPAS 401(K) PLAN, Form 5500 (2024)
Creator: MICHAM & MCSWAIN CPA'S

Form 5500-SF

FILING_RECEIVED

MICHAM AND MCSWAIN CPAS 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$193K

Net assets (EOY)

$193K

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MICHAM & MCSWAIN CPA'S.

Plan sponsor

Name

MICHAM & MCSWAIN CPA'S

EIN

20-4280147

Address

314 W. MILLBROOK RD - #001 · RALEIGH, NC · 27609

Phone

(919) 846-2640

Industry

CPA Offices· Professional & Technical Servicessee 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

2025-06-03

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

WILLIAM E. PAPPAS, CPA, INC.

WILLIAM E. PAPPAS, CPA, INC. 401(K) PLAN

$193K · 7 participants

BRIAN L. BAKER, CPA, PA

BRIAN L. BAKER, CPA, PA 401(K) PLAN

$193K · 4 participants

RAND MCMICKEN & ASSOCIATES

RAND MCMICKEN & ASSOCIATES 401K

$193K · 3 participants

EINWAG MORROW & ASSOCIATES PC

EINWAG MORROW & ASSOCIATES PC 401(K) PROFIT SHARING PLAN & TRUST

$193K · 5 participants

MOLLER, LEE & BARRETT, PLLC

MOLLER, LEE & BARRETT, PLLC PROFIT SHARING PLAN