· 2022–2024 · DOL EFAST2

MICHAEL S. HAWES & ASSOCIATES — MICHAEL S. HAWES & ASSOCIATES PROFIT SHARING PLAN, Form 5500 (2024)

Original filing (PDF)20250731150200NAL0013536594002

MICHAEL S. HAWES & ASSOCIATES

Form 5500-SF

FILING_RECEIVED

MICHAEL S. HAWES & ASSOCIATES PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

2

Accounts w/ balance

2

Plan assets (EOY)

$730K

Net assets (EOY)

$730K

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

88

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (99th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MICHAEL S. HAWES & ASSOCIATES.

Plan sponsor

Name

MICHAEL S. HAWES & ASSOCIATES

EIN

68-0154875all filings

Address

1620 LEAD HILL BLVD 100 · ROSEVILLE, CA · 95661

Phone

(916) 791-9095

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-31

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

Related plans

Similar-size CPA Offices plans

DONALD S. BICKING AND ASSOCIATES

DONALD S. BICKING & ASSOCIATES PC 401(K) PLAN

$730K · 20 participants

FRANCKE & ASSOCIATES LLC

FRANCKE & ASSOCIATES 401K

$730K · 12 participants

DOUGLAS B GORMAN PC

DOUGLAS B GORMAN PC SAFE HARBOR 401K

$731K · 1 participants

KEN R. ANDERSON, CPA, A PROFESSIONAL CORPORATION

KEN R. ANDERSON, CPA, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING PLAN

$731K · 4 participants

ROBERTS & ASSOCIATES CPA

ROBERTS & ASSOCIATES CPA 401K PLAN

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.