Original filing (PDF)20260223083712NAL0000932321001

MORRISON & SMITH, LLP

Name: MORRISON & SMITH, LLP — MORRISON & SMITH, CPAS PROFIT SHARING PLAN, Form 5500 (2024)
Creator: MORRISON & SMITH, LLP

Form 5500-SF

FILING_RECEIVED

MORRISON & SMITH, CPAS PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.6M

Net assets (EOY)

$5.6M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MORRISON & SMITH, LLP.

Plan sponsor

Name

MORRISON & SMITH, LLP

EIN

63-0401542

Address

1809 UNIVERSITY BOULEVARD · TUSCALOOSA, AL · 35401

Phone

(205) 349-2424

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2026-02-23

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

3B · Covers self-employed individuals

2T · Default investment account (QDIA)

2J · 401(k) feature

2K · 401(m) arrangement

Service providers (Schedule C)

Small plans don't disclose service providers

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