About Michael L. Anderson & Associates
<p>Founded in 1994, this Alexandria, Minnesota CPA firm works with individuals and businesses across the west-central Minnesota lakes region on tax and accounting needs.</p> <p>Michael L. Anderson & Associates prepares tax returns and handles day-to-day accounting support, along with audits and financial statement work. The firm also offers financial planning, including estate planning and strategic business planning services.</p> <p>For retirement plan sponsors that need audit support, the practice fits within the broader network of <a href="/retirement-plans">retirement plan providers</a> and related <a href="/auditors/401k">401(k) auditors</a> used by employers to meet reporting requirements.</p> <p>A clear differentiator is the firm’s mix of traditional CPA services and planning work under one roof, with Pamela J Anderson listed as a contact.</p> <ul> <li>CPA firm founded in 1994</li> <li>Based in Alexandria in west-central Minnesota</li> <li>Tax management and accounting services</li> <li>Audits and financial statements</li> <li>Financial planning, including estate and strategic business planning</li> </ul>
Website: http://www.mlacpa.com/
Founded: 1994
Office Locations
- Alexandria, MN
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 6
- Total AUM Audited: $143.3M
- 401(k): 6 plans, $143.3M AUM
Plans Serviced (2024)
Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| ST. FRANCIS HEALTH SERVICES OF MORRIS EMPLOYEES RETIREMENT PLAN | ST FRANCIS HEALTH SERVICES OF MORRIS INC., MN | $39M | 1,416 |
| WEST RIVER HEALTH SERVICE FOUNDATION AND SUBSIDIARIES TAX DEFERRED ANNUITY PLAN | WEST RIVER HEALTH SERVICE FOUNDATION AND SUBSIDIARIES, ND | $27M | 300 |
| VERTIN COMPANY 401(K) PROFIT SHARING PLAN | VERTIN COMPANY, ND | $24M | 678 |
| ST. FRANCIS HEALTH SERVICES OF MORRIS TAX DEFERRED ANNUITY PLAN | ST FRANCIS HEALTH SERVICES OF MORRIS INC., MN | $18M | 2,133 |
| PKG RETIREMENT SAVINGS PLAN | PKG CONTRACTING INC., ND | $7M | 149 |