How big is W. J. Morris Excavating, Inc.'s plan?

W. J. Morris Excavating, Inc.'s plan reported $1.8M in assets and 16 participants for 2024.

Original filing (PDF)20251124083609NAL0002760256001

W. J. Morris Excavating, Inc.

Name: W. J. Morris Excavating, Inc. — W. J. Morris, Form 5500 (2024)
Creator: W. J. Morris Excavating, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

W. J. Morris Excavating, Inc. Employees Saving & Retirement Plan

401(k) retirement plan · W. J. Morris Excavating, Inc.'s W. J. Morris Excavating, Inc. Employees Saving & Retirement Plan held $1.8M in plan assets for 16 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan identifiers

W. J. Morris Excavating, Inc.'s EIN is 14-1680055.

EIN 14-1680055

Plan number 001

Plan year 2024

ACK ID 20251124083609NAL0002760256001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for W. J. Morris Excavating, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

W. J. Morris Excavating, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for W. J. MORRIS EXCAVATING, INC..

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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