How big is Agnone, Morrison & Associates' plan?

Agnone, Morrison & Associates' plan reported $7K in assets and 17 participants for 2023.

Original filing (PDF)20250327131657NAL0009363091001

Agnone, Morrison & Associates

Name: Agnone, Morrison & Associates — Agnone, Morrison &, Form 5500 (2023)
Creator: Agnone, Morrison & Associates
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Agnone, Morrison & Associates SOCA Benefit Plan

Health & welfare plan · Agnone, Morrison & Associates' Agnone, Morrison & Associates SOCA Benefit Plan held $7K in plan assets for 17 participants in 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$7K

Net assets (EOY)

$2K

People on this filing

Matt Appenzeller signed Agnone, Morrison & Associates' 2023 Form 5500 as plan administrator.

Matt Appenzeller — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Agnone, Morrison & Associates' EIN is 20-1773485.

EIN 20-1773485

Plan number 501

Plan year 2023

ACK ID 20250327131657NAL0009363091001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Agnone, Morrison & Associates from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Agnone, Morrison & Associates' plan includes health coverage.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AGNONE, MORRISON & ASSOCIATES.

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score