How big is Rogow & Loney PC's plan?

Rogow & Loney PC's plan reported $2.7M in assets and 2 participants for 2024.

Original filing (PDF)20251015221507NAL0003047059004

Rogow & Loney PC

Name: Rogow & Loney PC — Rogow & Loney Profit Sharing Plan, Form 5500 (2024)
Creator: Rogow & Loney PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Rogow & Loney Profit Sharing Plan

Defined-contribution retirement plan · Rogow & Loney PC's Rogow & Loney Profit Sharing Plan held $2.7M in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

People on this filing

Neil J. Loney signed Rogow & Loney PC's 2024 Form 5500 as plan administrator.

Neil J. Loney — 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

Rogow & Loney PC's EIN is 38-2971941.

EIN 38-2971941

Plan number 001

Plan year 2024

ACK ID 20251015221507NAL0003047059004

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Rogow & Loney PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Rogow & Loney PC's plan includes profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ROGOW & LONEY PC.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (95th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

ROGOW & LONEY PC

EIN

all filings

Address

3300 OAK RIDGE TRL · HARBOR SPRINGS, MI · 49740

Phone

(734) 644-8414

Industry

CPA Offices· Professional & Technical Services

Plan administrator