How big is Meredith Morgan's plan?

Meredith Morgan's plan reported $408K in assets and 4 participants for 2024.

Original filing (PDF)20250822125546NAL0002565491001

Meredith Morgan

Name: Meredith Morgan — Meredith V. Morgan, M.D., P.a, Form 5500 (2024)
Creator: Meredith Morgan
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Meredith V. Morgan, M.D., P.a Profit Sharing Plan

Defined-contribution retirement plan · Meredith Morgan's Meredith V. Morgan, M.D., P.a Profit Sharing Plan held $408K in plan assets for 4 participants in 2024.

Signals · 1

Late filing · 57.2 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$408K

Net assets (EOY)

$408K

People on this filing

Emily Morgan signed Meredith Morgan's 2024 Form 5500 as plan administrator.

Emily Morgan — 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

Meredith Morgan's EIN is 72-2144297.

EIN 72-2144297

Plan number 001

Plan year 2024

ACK ID 20250822125546NAL0002565491001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Meredith Morgan's plan includes profit-sharing.

Decision-maker contacts

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

Finding similar companies…

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Filed 57.2 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

MEREDITH MORGAN

EIN

all filings

Address

3102 NOTTINGHAM ST. · HOUSTON, TX · 77005

Phone

(713) 806-2457

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator