How big is Morgan Evershed, DDS, PLLC's plan?

Morgan Evershed, DDS, PLLC's plan reported $1.5M in assets and 9 participants for 2024.

Original filing (PDF)20250602090322NAL0006452035001

Morgan Evershed, DDS, PLLC

Name: Morgan Evershed, DDS, PLLC — Morgan Evershed, DDS, Form 5500 (2024)
Creator: Morgan Evershed, DDS, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Morgan Evershed, DDS, PLLC Profit Sharing Plan

401(k) retirement plan · Morgan Evershed, DDS, PLLC's Morgan Evershed, DDS, PLLC Profit Sharing Plan held $1.5M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

Morgan Evershed signed Morgan Evershed, DDS, PLLC's 2024 Form 5500 as plan administrator.

Morgan Evershed — 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

Morgan Evershed, DDS, PLLC's EIN is 45-1807478.

EIN 45-1807478

Plan number 001

Plan year 2024

ACK ID 20250602090322NAL0006452035001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Morgan Evershed, DDS, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Morgan Evershed, DDS, PLLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MORGAN EVERSHED, DDS, PLLC.

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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