How big is Moore Ellison & McDuffie, CPA'S, PA's plan?

Moore Ellison & McDuffie, CPA'S, PA's plan reported $4.8M in assets and 19 participants for 2024.

Original filing (PDF)20250630114254NAL0027420866001

Moore Ellison & McDuffie, CPA'S, PA

Name: Moore Ellison & McDuffie, CPA'S, PA — Moore Ellison, Form 5500 (2024)
Creator: Moore Ellison & McDuffie, CPA'S, PA
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Moore Ellison & McDuffie, 401(k) Profit Sharing Plan

401(k) retirement plan · Moore Ellison & McDuffie, CPA'S, PA's Moore Ellison & McDuffie, 401(k) Profit Sharing Plan held $4.8M in plan assets for 19 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.8M

Net assets (EOY)

$4.8M

Plan identifiers

Moore Ellison & McDuffie, CPA'S, PA's EIN is 59-3134928.

EIN 59-3134928

Plan number 001

Plan year 2024

ACK ID 20250630114254NAL0027420866001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Moore Ellison & McDuffie, CPA'S, PA from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Moore Ellison & McDuffie, CPA'S, PA's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MOORE ELLISON & MCDUFFIE, CPA'S, PA.

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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