How big is Morgan Smith Porter, PLLC.'s plan?

Morgan Smith Porter, PLLC.'s plan reported $686K in assets and 6 participants for 2024.

Original filing (PDF)20251014084647NAL0003409040001

Morgan Smith Porter, PLLC.

Name: Morgan Smith Porter, PLLC. — James Morgan LPA Profit, Form 5500 (2024)
Creator: Morgan Smith Porter, PLLC.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

James Morgan LPA Profit Sharing Plan

401(k) retirement plan · Morgan Smith Porter, PLLC.'s James Morgan LPA Profit Sharing Plan held $686K in plan assets for 6 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$686K

Net assets (EOY)

$686K

Plan identifiers

Morgan Smith Porter, PLLC.'s EIN is 61-1212677.

EIN 61-1212677

Plan number 001

Plan year 2024

ACK ID 20251014084647NAL0003409040001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Morgan Smith Porter, PLLC. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Morgan Smith Porter, PLLC.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MORGAN SMITH PORTER, PLLC..

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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