How big is Webb & Morton PLLC's plan?

Webb & Morton PLLC's plan reported $514K in assets and 5 participants for 2023.

Original filing (PDF)20241015123727NAL0028444161001

Webb & Morton PLLC

Name: Webb & Morton PLLC — Webb & Morton PLLC 401(k) Plan, Form 5500 (2023)
Creator: Webb & Morton PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Webb & Morton PLLC 401(k) Plan

401(k) retirement plan · Webb & Morton PLLC's Webb & Morton PLLC 401(k) Plan held $514K in plan assets for 5 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$514K

Net assets (EOY)

$514K

People on this filing

William Webb signed Webb & Morton PLLC's 2023 Form 5500 as plan administrator.

William Webb — 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

Webb & Morton PLLC's EIN is 56-1742899.

EIN 56-1742899

Plan number 001

Plan year 2023

ACK ID 20241015123727NAL0028444161001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Webb & Morton PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Webb & Morton PLLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WEBB & MORTON 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