Original filing (PDF)20250425150024NAL0019713522001

CHARLES O MORGAN JR PA

Name: CHARLES O MORGAN JR PA — CHARLES O. MORGAN, JR., P.A. PROFIT SHARING PLAN, Form 5500 (2024)
Creator: CHARLES O MORGAN JR PA

Form 5500-SF

FILING_RECEIVED

CHARLES O. MORGAN, JR., P.A. PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

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 CHARLES O MORGAN JR PA.

Plan sponsor

Name

CHARLES O MORGAN JR PA

EIN

59-2322330

Address

2121 PONCE DE LEON BLVD · SUITE 900 · CORAL GABLES, FL · 331345217

Phone

(305) 624-0011

Industry

Law Offices· Professional & Technical Servicessee 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

2025-04-25

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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