How big is Michael A. York & Associates, LLC's plan?

Michael A. York & Associates, LLC's plan reported $248K in assets and 3 participants for 2024.

Original filing (PDF)20251009113305NAL0011366224001

Michael A. York & Associates, LLC

Name: Michael A. York & Associates, LLC — Michael A. York, Form 5500 (2024)
Creator: Michael A. York & Associates, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Michael A. York & Associates, LLC Profit Sharing Plan

Defined-contribution retirement plan · Michael A. York & Associates, LLC's Michael A. York & Associates, LLC Profit Sharing Plan held $248K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$248K

Net assets (EOY)

$248K

Plan identifiers

Michael A. York & Associates, LLC's EIN is 81-2613268.

EIN 81-2613268

Plan number 001

Plan year 2024

ACK ID 20251009113305NAL0011366224001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Michael A. York & Associates, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Michael A. York & Associates, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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

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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