Original filing (PDF)20250327124422NAL0017420209001

MORRIS WILSON KNEPP JACQUETTE, P.C.

Name: MORRIS WILSON KNEPP JACQUETTE, P.C. — MORRIS WILSON KNEPP JACQUETTE, P.C. 401K PROFIT SHARING PLAN, Form 5500 (2024)
Creator: MORRIS WILSON KNEPP JACQUETTE, P.C.

Form 5500-SF

FILING_RECEIVED

MORRIS WILSON KNEPP JACQUETTE, P.C. 401K PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

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 MORRIS WILSON KNEPP JACQUETTE, P.C..

Plan sponsor

Name

MORRIS WILSON KNEPP JACQUETTE, P.C.

EIN

02-0695124

Address

161 WASHINGTON ST, SUITE 900 · CONSHOHOCKEN, PA · 19428

Phone

(610) 825-0500

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-03-27

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

SKOLER, ABBOTT & PRESSER, P.C.

SKOLER ABBOTT & PRESSER P C PROFIT SHARING PLAN

$3.5M · 11 participants

HARRIS GROMBCHEVSKY, LLP

HARRIS GROMBCHEVSKY, LLP 401(K) PROFIT SHARING PLAN

$3.5M · 5 participants

BROUGHTON, WILKINS, SUGG & THOMPSON

BWST 401(K) PLAN

$3.5M · 5 participants

BENNETT BOYD ANDERSON, JR. APLC

BENNETT BOYD ANDERSON, JR. APLC PROFIT SHARING PLAN

$3.5M · 8 participants

ALDEN LAW GROUP, PLLC

ALDEN LAW GROUP, PLLC 401(K) PROFIT SHARING PLAN