Original filing (PDF)20250602133829NAL0017429120001

F. MICHAEL STONE AN ACCOUNTANCY CORP.

Name: F. MICHAEL STONE AN ACCOUNTANCY CORP. — F. MICHAEL STONE AN ACCOUNTANCY CORP. 401 K PROFIT SHARING PLAN, Form 5500 (2024)
Creator: F. MICHAEL STONE AN ACCOUNTANCY CORP.

Form 5500-SF

FILING_RECEIVED

F. MICHAEL STONE AN ACCOUNTANCY CORP. 401 K PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.0M

Net assets (EOY)

$5.0M

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 F. MICHAEL STONE AN ACCOUNTANCY CORP..

Plan sponsor

Name

F. MICHAEL STONE AN ACCOUNTANCY CORP.

EIN

33-0051907

Address

2021 E. FOURTH STREET, STE. 108 · SANTA ANA, CA · 927053912

Phone

(714) 542-6350

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-02-01

Tax period

2025-01-31

Filed

2025-06-02

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2H · Partial participant-directed accounts

2J · 401(k) feature

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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