How big is J. Brandon Morgan, M.D., P.L.L.C.'s plan?

J. Brandon Morgan, M.D., P.L.L.C.'s plan reported $3.1M in assets and 5 participants for 2024.

Original filing (PDF)20251007180253NAL0002637651001

J. Brandon Morgan, M.D., P.L.L.C.

Name: J. Brandon Morgan, M.D., P.L.L.C. — J. Brandon, Form 5500 (2024)
Creator: J. Brandon Morgan, M.D., P.L.L.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

J. Brandon Morgan, M.D., P.L.L.C. Profit Sharing Plan

401(k) retirement plan · J. Brandon Morgan, M.D., P.L.L.C.'s J. Brandon Morgan, M.D., P.L.L.C. Profit Sharing Plan held $3.1M in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

Plan identifiers

J. Brandon Morgan, M.D., P.L.L.C.'s EIN is 20-5291856.

EIN 20-5291856

Plan number 001

Plan year 2024

ACK ID 20251007180253NAL0002637651001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for J. Brandon Morgan, M.D., P.L.L.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

J. Brandon Morgan, M.D., P.L.L.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, 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 J. BRANDON MORGAN, M.D., P.L.L.C..

Finding similar companies…

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