Original filing (PDF)20250530105747NAL0008608625001

PATRICIA H. MORSE, CPA

Name: PATRICIA H. MORSE, CPA — PATRICIA H. MORSE, CPA PROFIT SHARING PLAN, Form 5500 (2024)
Creator: PATRICIA H. MORSE, CPA

Form 5500-SF

FILING_RECEIVED

PATRICIA H. MORSE, CPA PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PATRICIA H. MORSE, CPA.

Plan sponsor

Name

PATRICIA H. MORSE, CPA

EIN

02-0423102

Address

103 HANOVER STREET · SUITE 7 · LEBANON, NH · 03766

Phone

(603) 731-0582

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-30

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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