Original filing (PDF)20251009070102NAL0010935792001

MICHEL & ASSOCIATES, A PROFESSIONAL CORPORATION

Name: MICHEL & ASSOCIATES, A PROFESSIONAL CORPORATION — MICHEL & ASSOCIATES PENSION PLAN, Form 5500 (2024)
Creator: MICHEL & ASSOCIATES, A PROFESSIONAL CORPORATION

Form 5500-SF

FILING_RECEIVED

MICHEL & ASSOCIATES PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MICHEL & ASSOCIATES, A PROFESSIONAL CORPORATION.

Plan sponsor

Name

MICHEL & ASSOCIATES, A PROFESSIONAL CORPORATION

EIN

27-0313611

Address

180 E. OCEAN BLVD., SUITE 200 · LONG BEACH, CA · 90802

Phone

(562) 216-4472

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-09

Pension benefit codes

1C · Cash balance or similar hybrid DB

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 Law Offices plans

MORGAN & KELLEY, A LAW CORPORATION

MORGAN & KELLEY, A LAW CORPORATION 401(K) PROFIT SHARING PLAN

$2.2M · 1 participants

FRIEDMAN LAW FIRM, P.C.

$2.2M · 4 participants

OURFALIAN & OURFALIAN ATTORNEYS

OURFALIAN & OURFALIAN ATTORNEYS AT LAW 401(K) PROFIT SHARING PLAN

$2.2M · 8 participants

SIDEMAN & BANCROFT LLP

SIDEMAN & BANCROFT LLP ASSOCIATES' PLAN

$2.2M · 10 participants

STEPHEN P. SCARING P.C.

STEPHEN P. SCARING P.C. PROFIT SHARING PLAN