Original filing (PDF)20231106155313NAL0043614402001

Mike Donelson CPA, PC

Name: Mike Donelson CPA, PC — Mike Donelson 401(k) Plan, Form 5500 (2022)
Creator: Mike Donelson CPA, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Mike Donelson 401(k) Plan

401(k) retirement plan · Mike Donelson CPA, PC's Mike Donelson 401(k) Plan filed a Form 5500 for plan year 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

Mike Donelson CPA, PC's EIN is 76-0623262.

EIN 76-0623262

Plan number 001

Plan year 2022

ACK ID 20231106155313NAL0043614402001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Mike Donelson CPA, PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Mike Donelson CPA, PC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MIKE DONELSON CPA, 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score