How big is Morris Wilson Knepp Jacquette, P.C.'s plan?

Morris Wilson Knepp Jacquette, P.C.'s plan reported $2.4M in assets and 6 participants for 2025.

Original filing (PDF)20260505075051NAL0000557699001

Morris Wilson Knepp Jacquette, P.C.

Name: Morris Wilson Knepp Jacquette, P.C. — Morris Wilson, Form 5500 (2025)
Creator: Morris Wilson Knepp Jacquette, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Morris Wilson Knepp Jacquette, P.C. 401(k) Profit Sharing Plan

401(k) retirement plan · Morris Wilson Knepp Jacquette, P.C.'s Morris Wilson Knepp Jacquette, P.C. 401(k) Profit Sharing Plan held $2.4M in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

Plan identifiers

Morris Wilson Knepp Jacquette, P.C.'s EIN is 02-0695124.

EIN 02-0695124

Plan number 001

Plan year 2025

ACK ID 20260505075051NAL0000557699001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Morris Wilson Knepp Jacquette, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Morris Wilson Knepp Jacquette, P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score