How big is Caroline Morrison, MD, Ltd.'s plan?

Caroline Morrison, MD, Ltd.'s plan reported $353K in assets and 5 participants for 2024.

Original filing (PDF)20251010210200NAL0008642625002

Caroline Morrison, MD, Ltd.

Name: Caroline Morrison, MD, Ltd. — Caroline Morrison, MD, Form 5500 (2024)
Creator: Caroline Morrison, MD, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Caroline Morrison, MD, Ltd. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Caroline Morrison, MD, Ltd.'s Caroline Morrison, MD, Ltd. 401(k) Profit Sharing Plan & Trust held $353K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$353K

Net assets (EOY)

$353K

People on this filing

Caroline Morrison signed Caroline Morrison, MD, Ltd.'s 2024 Form 5500 as plan administrator.

Caroline Morrison — 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

Caroline Morrison, MD, Ltd.'s EIN is 36-3900282.

EIN 36-3900282

Plan number 001

Plan year 2024

ACK ID 20251010210200NAL0008642625002

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Caroline Morrison, MD, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Caroline Morrison, MD, Ltd.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CAROLINE MORRISON, MD, LTD.

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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