Original filing (PDF)20250811174412NAL0004056691001

MITZI D MORRIS DMD PC

Name: MITZI D MORRIS DMD PC — MITZI D. MORRIS DMD PC 401K P/S PLAN, Form 5500 (2024)
Creator: MITZI D MORRIS DMD PC

Form 5500-SF

FILING_RECEIVED

MITZI D. MORRIS DMD PC 401K P/S PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MITZI D MORRIS DMD PC.

Plan sponsor

Name

MITZI D MORRIS DMD PC

EIN

57-1188794

Address

1295 HEMBREE RD STE B202 · ROSWELL, GA · 300764958

Phone

(770) 475-6767

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-11

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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