How big is Morrison, Clark & Company CPA'S, PLLC's plan?

Morrison, Clark & Company CPA'S, PLLC's plan reported $1.4M in assets and 22 participants for 2024.

Original filing (PDF)20250930120926NAL0012231137001

Morrison, Clark & Company CPA'S, PLLC

Name: Morrison, Clark & Company CPA'S, PLLC — Morrison, Form 5500 (2024)
Creator: Morrison, Clark & Company CPA'S, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Morrison, Clark & Company CPA'S, PLLC Profit Sharing Plan

401(k) retirement plan · Morrison, Clark & Company CPA'S, PLLC's Morrison, Clark & Company CPA'S, PLLC Profit Sharing Plan held $1.4M in plan assets for 22 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan identifiers

Morrison, Clark & Company CPA'S, PLLC's EIN is 20-1726469.

EIN 20-1726469

Plan number 002

Plan year 2024

ACK ID 20250930120926NAL0012231137001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Morrison, Clark & Company CPA'S, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Morrison, Clark & Company CPA'S, PLLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MORRISON, CLARK & COMPANY CPA'S, PLLC.

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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