How big is Purkey, Carter, Compton, Swann & Carter, PLLC's plan?

Purkey, Carter, Compton, Swann & Carter, PLLC's plan reported $5.6M in assets and 12 participants for 2024.

Original filing (PDF)20251010095240NAL0012261344001

Purkey, Carter, Compton, Swann & Carter, PLLC

Name: Purkey, Carter, Compton, Swann & Carter, PLLC — Form 5500 Plan 001 (2024)
Creator: Purkey, Carter, Compton, Swann & Carter, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Purkey, Carter, Compton, Swann & Carter, PLLC Restated Retirement Plan

401(k) retirement plan · Purkey, Carter, Compton, Swann & Carter, PLLC's Purkey, Carter, Compton, Swann & Carter, PLLC Restated Retirement Plan held $5.6M in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.6M

Net assets (EOY)

$5.6M

Plan identifiers

Purkey, Carter, Compton, Swann & Carter, PLLC's EIN is 62-1323143.

EIN 62-1323143

Plan number 001

Plan year 2024

ACK ID 20251010095240NAL0012261344001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Purkey, Carter, Compton, Swann & Carter, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Purkey, Carter, Compton, Swann & Carter, PLLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PURKEY, CARTER, COMPTON, SWANN & CARTER, 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