How big is Morey & Upton, LLP's plan?

Morey & Upton, LLP's plan reported $5.2M in assets and 27 participants for 2024.

Original filing (PDF)20250911173902NAL0000474337001

Morey & Upton, LLP

Name: Morey & Upton, LLP — Morey & Upton, LLP Profit, Form 5500 (2024)
Creator: Morey & Upton, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Morey & Upton, LLP Profit Sharing Plan

Defined-contribution retirement plan · Morey & Upton, LLP's Morey & Upton, LLP Profit Sharing Plan held $5.2M in plan assets for 27 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.2M

Net assets (EOY)

$5.2M

Plan identifiers

Morey & Upton, LLP's EIN is 33-0647479.

EIN 33-0647479

Plan number 001

Plan year 2024

ACK ID 20250911173902NAL0000474337001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Morey & Upton, LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Morey & Upton, LLP's plan includes profit-sharing, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MOREY & UPTON, LLP.

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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

Helping the score