Original filing (PDF)20230724160252NAL0011493232001

Moraes/PHAM & Associates

Name: Moraes/PHAM & Associates — Moraes PHAM & Associates, Form 5500 (2022)
Creator: Moraes/PHAM & Associates
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Moraes PHAM & Associates 401(k) Plan

401(k) retirement plan · Moraes/PHAM & Associates' Moraes PHAM & Associates 401(k) Plan filed a Form 5500 for plan year 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Marsha Moraes signed Moraes/PHAM & Associates' 2022 Form 5500 as plan administrator.

Marsha Moraes — 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

Moraes/PHAM & Associates' EIN is 33-0325333.

EIN 33-0325333

Plan number 003

Plan year 2022

ACK ID 20230724160252NAL0011493232001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Moraes/PHAM & Associates from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Moraes/PHAM & Associates' plan includes ERISA 404(c) participant direction, profit-sharing, 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 MORAES/PHAM & ASSOCIATES.

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score