How big is Morrison & Smith, LLP's plan?

Morrison & Smith, LLP's plan reported $5.6M in assets and 7 participants for 2024.

Original filing (PDF)20260223083712NAL0000932321001

Morrison & Smith, LLP

Name: Morrison & Smith, LLP — Morrison & Smith, CPAS, Form 5500 (2024)
Creator: Morrison & Smith, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Morrison & Smith, CPAS Profit Sharing Plan

401(k) retirement plan · Morrison & Smith, LLP's Morrison & Smith, CPAS Profit Sharing Plan held $5.6M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.6M

Net assets (EOY)

$5.6M

People on this filing

Barrett Burns signed Morrison & Smith, LLP's 2024 Form 5500 as plan administrator.

Barrett Burns — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Morrison & Smith, LLP's EIN is 63-0401542.

EIN 63-0401542

Plan number 001

Plan year 2024

ACK ID 20260223083712NAL0000932321001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Morrison & Smith, LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Morrison & Smith, LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA), a 401(k) feature.

Decision-maker contacts

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

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Plan health score

Above-average plan

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

Knocking points off