· 2022–2024 · DOL EFAST2

Donna B. Michelson, PA — Donna B. Michelson, PA, Form 5500 (2025)

Original filing (PDF)20260711112227NAL0001735267001

Donna B. Michelson, PA

Form 5500-SF

FILING_RECEIVED

Donna B. Michelson, PA 401(k) Profit Sharing Plan

401(k) retirement plan · Donna B. Michelson, PA's Donna B. Michelson, PA 401(k) Profit Sharing Plan held $566K in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

3

Accounts w/ balance

3

Plan assets (EOY)

$566K

Net assets (EOY)

$566K

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

87

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (96th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DONNA B. MICHELSON, PA.

Plan sponsor

Name

DONNA B. MICHELSON, PA

EIN

65-1067204all filings

Address

9100 SOUTH DADELAND BLVD · SUITE 1710 · MIAMI, FL · 33156

Phone

(305) 442-7273

Industry

Law Offices· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-07-11

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

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

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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