How big is Mike Stone Associates, Inc.'s plan?

Mike Stone Associates, Inc.'s plan reported $3.0M in assets and 13 participants for 2024.

Original filing (PDF)20251013151702NAL0003341538001

Mike Stone Associates, Inc.

Name: Mike Stone Associates, Inc. — Mike Stone Associates, Form 5500 (2024)
Creator: Mike Stone Associates, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Mike Stone Associates, Inc. 401(k) Plan

401(k) retirement plan · Mike Stone Associates, Inc.'s Mike Stone Associates, Inc. 401(k) Plan held $3.0M in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

People on this filing

Mike Stone signed Mike Stone Associates, Inc.'s 2024 Form 5500 as plan administrator.

Mike Stone — 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

Mike Stone Associates, Inc.'s EIN is 76-0683887.

EIN 76-0683887

Plan number 001

Plan year 2024

ACK ID 20251013151702NAL0003341538001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Mike Stone Associates, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Mike Stone Associates, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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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