How big is MJ Urcelay & Associates Inc.'s plan?

MJ Urcelay & Associates Inc.'s plan reported $252K in assets and 2 participants for 2024.

Original filing (PDF)20250909112907NAL0020169761001

MJ Urcelay & Associates Inc.

Name: MJ Urcelay & Associates Inc. — MJ Urcelay 401(k), Form 5500 (2024)
Creator: MJ Urcelay & Associates Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

MJ Urcelay 401(k) Plan

401(k) retirement plan · MJ Urcelay & Associates Inc.'s MJ Urcelay 401(k) Plan held $252K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$252K

Net assets (EOY)

$252K

People on this filing

Mike Urcelay signed MJ Urcelay & Associates Inc.'s 2024 Form 5500 as plan administrator.

Mike Urcelay — 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

MJ Urcelay & Associates Inc.'s EIN is 26-2703680.

EIN 26-2703680

Plan number 001

Plan year 2024

ACK ID 20250909112907NAL0020169761001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for MJ Urcelay & Associates Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

MJ Urcelay & Associates Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

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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