How big is Carol Morgan, DDS, VB PLLC's plan?

Carol Morgan, DDS, VB PLLC's plan reported $1.9M in assets and 5 participants for 2024.

Original filing (PDF)20251005115519NAL0004966832001

Carol Morgan, DDS, VB PLLC

Name: Carol Morgan, DDS, VB PLLC — Carol Morgan DDS, VB, Form 5500 (2024)
Creator: Carol Morgan, DDS, VB PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Carol Morgan DDS, VB 401(k) Plan Plan

401(k) retirement plan · Carol Morgan, DDS, VB PLLC's Carol Morgan DDS, VB 401(k) Plan Plan held $1.9M in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

Plan identifiers

Carol Morgan, DDS, VB PLLC's EIN is 20-8600710.

EIN 20-8600710

Plan number 001

Plan year 2024

ACK ID 20251005115519NAL0004966832001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Carol Morgan, DDS, VB PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Carol Morgan, DDS, VB PLLC'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 CAROL MORGAN, DDS, VB 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

Knocking points off