How big is Michael B. Welch CPA's plan?

Michael B. Welch CPA's plan reported $232K in assets and 6 participants for 2024.

Original filing (PDF)20250915162622NAL0000815571001

Michael B. Welch CPA

Name: Michael B. Welch CPA — Michael B. Welch CPA Cash, Form 5500 (2024)
Creator: Michael B. Welch CPA
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Michael B. Welch CPA Cash Balance Plan

Defined-benefit pension plan · Michael B. Welch CPA's Michael B. Welch CPA Cash Balance Plan held $232K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$232K

Net assets (EOY)

$232K

People on this filing

Michael Welch signed Michael B. Welch CPA's 2024 Form 5500 as plan administrator.

Michael Welch — 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 B. Welch CPA's EIN is 90-1102526.

EIN 90-1102526

Plan number 002

Plan year 2024

ACK ID 20250915162622NAL0000815571001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Michael B. Welch CPA's plan includes a cash-balance formula, a defined-benefit pension formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MICHAEL B. WELCH CPA.

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score