Original filing (PDF)20250911173902NAL0000474337001

MOREY & UPTON, LLP

Name: MOREY & UPTON, LLP — MOREY & UPTON, LLP PROFIT SHARING PLAN, Form 5500 (2024)
Creator: MOREY & UPTON, LLP

Form 5500-SF

FILING_RECEIVED

MOREY & UPTON, LLP PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.2M

Net assets (EOY)

$5.2M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MOREY & UPTON, LLP.

Plan sponsor

Name

MOREY & UPTON, LLP

EIN

33-0647479

Address

611 ANTON BLVD., SUITE 800 · COSTA MESA, CA · 92626

Phone

(714) 432-9555

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-11

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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