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Original filing (PDF)20240205101724NAL0040219008001
ROGOW & LONEY PC
Form 5500-SF
FILING_RECEIVED
ROGOW & LONEY PROFIT SHARING PLAN
Defined-contribution retirement plan
Signals · 1
Late filing · 2.6 mo
Active participants
2
Accounts w/ balance
5
Plan assets (EOY)
$3.4M
Net assets (EOY)
$3.4M
Plan health score (directional)
86
/ 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
90
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- Filed 2.6 months past the 10.5-month grace window.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROGOW & LONEY PC.
Plan sponsor
Name
ROGOW & LONEY PC
DBA
ROGOW & LONEY PC
EIN
38-1971941
Address
3300 OAK RIDGE TRL · HARBOR SPRINGS, MI · 497408838
Phone
(734) 644-8414
Industry
CPA Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2024-02-05
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
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 providersRelated plans
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