How big is K W Morris D.D.S. Ltd.'s plan?

K W Morris D.D.S. Ltd.'s plan reported $12.4M in assets and 10 participants for 2024.

Original filing (PDF)20250728213652NAL0001032435001

K W Morris D.D.S. Ltd.

Name: K W Morris D.D.S. Ltd. — K. W. Morris, D.D.S., Ltd., Form 5500 (2024)
Creator: K W Morris D.D.S. Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

K. W. Morris, D.D.S., Ltd. Profit Sharing Retirement Plan

401(k) retirement plan · K W Morris D.D.S. Ltd.'s K. W. Morris, D.D.S., Ltd. Profit Sharing Retirement Plan held $12.4M in plan assets for 10 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$12.4M

Net assets (EOY)

$12.4M

People on this filing

Kendall Morris signed K W Morris D.D.S. Ltd.'s 2024 Form 5500 as plan administrator.

Kendall 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

K W Morris D.D.S. Ltd.'s EIN is 54-1006215.

EIN 54-1006215

Plan number 001

Plan year 2024

ACK ID 20250728213652NAL0001032435001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for K W Morris D.D.S. Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

K W Morris D.D.S. Ltd.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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