Original filing (PDF)20260519103745NAL0001220048001

Sherrill D. Morgan & Associates, Inc.

Name: Sherrill D. Morgan & Associates, Inc. — Sherrill D., Form 5500 (2025)
Creator: Sherrill D. Morgan & Associates, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sherrill D. Morgan & Associates Profit Sharing Plan

Defined-contribution retirement plan · Sherrill D. Morgan & Associates, Inc.'s Sherrill D. Morgan & Associates Profit Sharing Plan held $1.0M in plan assets for 16 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

SHERRILL D. MORGAN & ASSOCIATES, INC.

EIN

61-1008329all filings

Address

525 WEST 5TH STREET, SUITE 310 · COVINGTON, KY · 410111200

Phone

(859) 291-6600

Industry

CPA Offices· Professional & Technical Services

Plan administrator