How big is Cook & Morehart, CPA's plan?

Cook & Morehart, CPA's plan reported $3.7M in assets and 9 participants for 2024.

Original filing (PDF)20250811140432NAL0016453154001

Cook & Morehart, CPA

Name: Cook & Morehart, CPA — Cook & Morehart 401(k) Profit, Form 5500 (2024)
Creator: Cook & Morehart, CPA
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cook & Morehart 401(k) Profit Sharing Plan

401(k) retirement plan · Cook & Morehart, CPA's Cook & Morehart 401(k) Profit Sharing Plan held $3.7M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.7M

Net assets (EOY)

$3.7M

Plan identifiers

Cook & Morehart, CPA's EIN is 72-0917129.

EIN 72-0917129

Plan number 001

Plan year 2024

ACK ID 20250811140432NAL0016453154001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Cook & Morehart, CPA from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Cook & Morehart, CPA'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 COOK & MOREHART, CPA.

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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