How big is Millsapps, Ballinger & Associates, LLC's plan?

Millsapps, Ballinger & Associates, LLC's plan reported $1.9M in assets and 50 participants for 2024.

Original filing (PDF)20250623114735NAL0006342929001

Millsapps, Ballinger & Associates, LLC

Name: Millsapps, Ballinger & Associates, LLC — Form 5500 Plan 001 (2024)
Creator: Millsapps, Ballinger & Associates, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Millsapps, Ballinger & Associates, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Millsapps, Ballinger & Associates, LLC's Millsapps, Ballinger & Associates, LLC 401(k) Profit Sharing Plan held $1.9M in plan assets for 50 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

People on this filing

Lawrence Alexander Morrison Jr. signed Millsapps, Ballinger & Associates, LLC's 2024 Form 5500 as plan administrator.

Lawrence Alexander Morrison Jr. — 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

Millsapps, Ballinger & Associates, LLC's EIN is 45-2500191.

EIN 45-2500191

Plan number 001

Plan year 2024

ACK ID 20250623114735NAL0006342929001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Millsapps, Ballinger & Associates, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Millsapps, Ballinger & Associates, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MILLSAPPS, BALLINGER & ASSOCIATES, LLC.

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Plan health score

Above-average plan

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