How big is Mickelson Financial Services' plan?

Mickelson Financial Services' plan reported $2.1M in assets and 4 participants for 2024.

Original filing (PDF)20251007235051NAL0005051473001

Mickelson Financial Services

Name: Mickelson Financial Services — Mickelson Financial, Form 5500 (2024)
Creator: Mickelson Financial Services
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Mickelson Financial Services, 401(k) Plan

401(k) retirement plan · Mickelson Financial Services' Mickelson Financial Services, 401(k) Plan held $2.1M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

People on this filing

John Mickelson signed Mickelson Financial Services' 2024 Form 5500 as plan administrator.

John Mickelson — 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

Mickelson Financial Services' EIN is 87-0676602.

EIN 87-0676602

Plan number 001

Plan year 2024

ACK ID 20251007235051NAL0005051473001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Mickelson Financial Services from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Mickelson Financial Services' 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 MICKELSON FINANCIAL SERVICES.

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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