How big is Whitley, Hampton & Morgan,'s plan?

Whitley, Hampton & Morgan,'s plan reported $1.8M in assets and 3 participants for 2024.

Original filing (PDF)20250522194402NAL0002992849001

Whitley, Hampton & Morgan,

Name: Whitley, Hampton & Morgan, — Whitley, Hampton &, Form 5500 (2024)
Creator: Whitley, Hampton & Morgan,
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Whitley, Hampton & Morgan, a Professional Corporation 401(k) Plan

401(k) retirement plan · Whitley, Hampton & Morgan,'s Whitley, Hampton & Morgan, a Professional Corporation 401(k) Plan held $1.8M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

William Earnest signed Whitley, Hampton & Morgan,'s 2024 Form 5500 as plan administrator.

William Earnest — 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

Whitley, Hampton & Morgan,'s EIN is 58-1422726.

EIN 58-1422726

Plan number 002

Plan year 2024

ACK ID 20250522194402NAL0002992849001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Whitley, Hampton & Morgan, from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Whitley, Hampton & Morgan,'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WHITLEY, HAMPTON & MORGAN,.

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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