Original filing (PDF)20250917151825NAL0000619008001

SHERRILL D. MORGAN & ASSOCIATES, INC.

Name: SHERRILL D. MORGAN & ASSOCIATES, INC. — SHERRILL D. MORGAN & ASSOCIATES PROFIT SHARING PLAN, Form 5500 (2024)
Creator: SHERRILL D. MORGAN & ASSOCIATES, INC.

Form 5500-SF

FILING_RECEIVED

SHERRILL D. MORGAN & ASSOCIATES PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$911K

Net assets (EOY)

$911K

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 Servicessee all

Plan administrator