About Michael Rosen & Company
<p>From its office on Old York Road in Jenkintown, Michael Rosen & Company works with individuals and businesses across the Philadelphia metro area and Montgomery County.</p> <p>Founded in 2012, the firm is led by Certified Public Accountant Michael Rosen. Clients use the team for day-to-day accounting support as well as help with year-end reporting and planning.</p> <p>Services include tax preparation, financial planning, and business accounting. For organizations that need an independent review, the firm also works as an auditor as part of its broader accounting practice.</p> <p>Michael Rosen & Company is known for direct access to its CPA leadership and a straightforward approach to explaining findings and next steps. Reach the office at 261 Old York Rd, #511, Jenkintown, PA 19046 or call 215-886-6060.</p> <ul> <li>CPA-led accounting and audit support</li> <li>Tax preparation for individuals and businesses</li> <li>Financial planning and budgeting support</li> <li>Business accounting and reporting</li> <li>Local firm serving the greater Philadelphia area</li> </ul>
Website: https://www.mrosencpa.com/contact.htm
Founded: 2012
Office Locations
- Jenkintown, PA (Headquarters)
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 8
- Total AUM Audited: $182.9M
- 401(k): 8 plans, $182.9M 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 |
|---|---|---|---|
| VIDENDUM USA SAVINGS PLAN | VIDENDUM US HOLDINGS INC., NY | $59M | 822 |
| PENN STAINLESS PRODUCTS, INC. PROFIT SHARING-401(K) PLAN | PENN STAINLESS PRODUCTS, INC., PA | $23M | 221 |
| THE EMPLOYEE 401(K) PLAN OF PAMARCO GLOBAL GRAPHICS | PAMARCO TECHNOLOGIES, LLC, NJ | $21M | 129 |
| DRY HARBOR HRF INC. PROFIT SHARING PLAN | DRY HARBOR HRF INC, NY | $11M | 87 |
| THE KINTOCK ENTITIES 401(K) PLAN | THE KINTOCK GROUP INC., PA | $10M | 407 |
| 401(k) Retirement Plan | Healthcare Sponsor, NJ | $664,852 | 300 |
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