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ELIZABETH JOANN MURPHEY, PH.D., ABPP, FICPP — ELIZABETH JOANN MURPHEY PROFIT SHARING PLAN AND TRUST, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250624100338NAL0004169763001
ELIZABETH JOANN MURPHEY, PH.D., ABPP, FICPP
Form 5500-SF
FILING_RECEIVED
ELIZABETH JOANN MURPHEY PROFIT SHARING PLAN AND TRUST
Defined-contribution retirement plan
Active participants
3
Accounts w/ balance
6
Plan assets (EOY)
$726K
Net assets (EOY)
$726K
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
ELIZABETH JOANN MURPHEY, PH.D., ABPP, FICPP
.
Find decision makers
Plan sponsor
Name
ELIZABETH JOANN MURPHEY, PH.D., ABPP, FICPP
EIN
20-4493380
Address
1202 WEST BITTERS, BUILDING 3 · SAN ANTONIO, TX · 782167739
Phone
(210) 495-0221
Industry
Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-24
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Trustee / custodian
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Trustee phone
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Small plan (5500-SF) — Schedule H data not available.
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