Original filing (PDF)20251006142557NAL0003549057001

JMORTON PLANNING & LANDSCAPE ARCHITECTURE, INC.

Name: JMORTON PLANNING & LANDSCAPE ARCHITECTURE, INC. — JMORTON PLANNING & LANDSCAPE ARCHITECTURE, INC. CASH BALANCE PLAN, Form 5500 (2024)
Creator: JMORTON PLANNING & LANDSCAPE ARCHITECTURE, INC.

Form 5500-SF

FILING_RECEIVED

JMORTON PLANNING & LANDSCAPE ARCHITECTURE, INC. CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$669K

Net assets (EOY)

$669K

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JMORTON PLANNING & LANDSCAPE ARCHITECTURE, INC..

Plan sponsor

Name

JMORTON PLANNING & LANDSCAPE ARCHITECTURE, INC.

EIN

47-1615252

Address

3910 RCA BLVD · SUITE 1015 · PALM BEACH GARDENS, FL · 33410

Phone

(561) 371-9384

Industry

Professional & Technical Servicessee all

Plan administrator