How big is Ronald J. Morton D.M.D.'s plan?

Ronald J. Morton D.M.D.'s plan reported $2.5M in assets and 3 participants for 2024.

Original filing (PDF)20251015104618NAL0002268787002

Ronald J. Morton D.M.D.

Name: Ronald J. Morton D.M.D. — Ronald J. Morton, D.M.D., Form 5500 (2024)
Creator: Ronald J. Morton D.M.D.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Ronald J. Morton, D.M.D. 401(k) Profit Sharing Plan

Defined-contribution retirement plan · Ronald J. Morton D.M.D.'s Ronald J. Morton, D.M.D. 401(k) Profit Sharing Plan held $2.5M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

Plan identifiers

Ronald J. Morton D.M.D.'s EIN is 05-0465101.

EIN 05-0465101

Plan number 001

Plan year 2024

ACK ID 20251015104618NAL0002268787002

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Ronald J. Morton D.M.D. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Ronald J. Morton D.M.D.'s plan includes profit-sharing, ERISA 404(c) participant direction.

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