How big is Michael William Michelson's plan?

Michael William Michelson's plan reported $306K in assets and 1 participants for 2024.

Original filing (PDF)20250625130616NAL0008138705001

Michael William Michelson

Name: Michael William Michelson — Form 5500 (2024)
Creator: Michael William Michelson
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Michael William Michelson held $306K in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$306K

Net assets (EOY)

$306K

People on this filing

Clay Knight signed Michael William Michelson's 2024 Form 5500 as plan administrator.

Clay Knight — 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

Michael William Michelson's EIN is 84-3169185.

EIN 84-3169185

Plan number 001

Plan year 2024

ACK ID 20250625130616NAL0008138705001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Michael William Michelson from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Michael William Michelson's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 WILLIAM MICHELSON.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (94th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

MICHAEL WILLIAM MICHELSON

EIN

all filings

Address

155 BOVET RD · STE 770 · SAN MATEO, CA · 94402

Phone

(650) 653-2406

Industry

Other Services (ex. Public Admin)

Plan administrator