Original filing (PDF)20250530131933NAL0008713329001

Brinkley, Morgan, Solomon, Tatum, Stanley, Lunny & Gordon, LLP

Name: Brinkley, Morgan, Solomon, Tatum, Stanley, Lunny & Gordon, LLP — Form 5500 Plan 001 (2024)
Creator: Brinkley, Morgan, Solomon, Tatum, Stanley, Lunny & Gordon, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Brinkley Morgan 401(k) Plan

401(k) retirement plan · Brinkley, Morgan, Solomon, Tatum, Stanley, Lunny & Gordon, LLP's Brinkley Morgan 401(k) Plan held $14.7M in plan assets for 46 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$14.7M

Net assets (EOY)

$14.7M

Plan identifiers

Brinkley, Morgan, Solomon, Tatum, Stanley, Lunny & Gordon, LLP's EIN is 59-1611584.

EIN 59-1611584

Plan number 001

Plan year 2024

ACK ID 20250530131933NAL0008713329001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Brinkley, Morgan, Solomon, Tatum, Stanley, Lunny & Gordon, LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Brinkley, Morgan, Solomon, Tatum, Stanley, Lunny & Gordon, LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BRINKLEY, MORGAN, SOLOMON, TATUM, STANLEY, LUNNY & GORDON, LLP.

Finding similar companies…

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