How big is ANN Lewis-Morris' plan?

ANN Lewis-Morris' plan reported $1.7M in assets and 2 participants for 2024.

Original filing (PDF)20250411152922NAL0012741955001

ANN Lewis-Morris

Name: ANN Lewis-Morris — ANN Lewis-Morris Profit Sharing, Form 5500 (2024)
Creator: ANN Lewis-Morris
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

ANN Lewis-Morris Profit Sharing Plan

Defined-contribution retirement plan · ANN Lewis-Morris' ANN Lewis-Morris Profit Sharing Plan held $1.7M in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

ANN Lewis-Morris signed ANN Lewis-Morris' 2024 Form 5500 as plan administrator.

ANN Lewis-Morris — 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

ANN Lewis-Morris' EIN is 36-3928873.

EIN 36-3928873

Plan number 001

Plan year 2024

ACK ID 20250411152922NAL0012741955001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for ANN Lewis-Morris from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

ANN Lewis-Morris' plan includes profit-sharing, life insurance.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ANN LEWIS-MORRIS.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Plan sponsor

Name

ANN LEWIS-MORRIS

EIN

all filings

Address

1837 N HARLEM · CHICAGO, IL · 60707

Phone

(773) 637-5334

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator