Original filing (PDF)20240904114153NAL0020148225001

MICHALAK PC

Name: MICHALAK PC — Form 5500 (2023)
Creator: MICHALAK PC

Form 5500-SF

FILING_RECEIVED

MICHALAK PC

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$699K

Net assets (EOY)

$699K

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MICHALAK PC.

Plan sponsor

Name

MICHALAK PC

EIN

83-4629358all filings

Address

17102 HWY 46 · STE 15 · SPRING BRANCH, TX · 78070

Phone

(210) 573-1958

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-09-04

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

IMHOFF & ASSOCIATES, PLLC

IMHOFF & ASSOCIATES, PLLC 401(K) PLAN

$699K · 4 participants

GILBERT, WILSON & HUNTER, LLC

GILBERT, WILSON & HUNTER 401(K) PLAN

$699K · 11 participants

BODEN COPPLE CPAS, PLLC

BODEN COPPLE CPAS, PLLC - PROFIT SHARING PLAN

$699K · 3 participants

BP FINANCIAL SERVICES, INC.

BP FINANCIAL SERVICES, INC. 401(K) PLAN

$699K · 3 participants

INTERACTS, INC.

INTERACTS INC PENSION PLAN

$698K · 3 participants

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.