Original filing (PDF)20250822125546NAL0002565491001

MEREDITH MORGAN

Name: MEREDITH MORGAN — MEREDITH V. MORGAN, M.D., P.A PROFIT SHARING PLAN, Form 5500 (2024)
Creator: MEREDITH MORGAN

Form 5500-SF

FILING_RECEIVED

MEREDITH V. MORGAN, M.D., P.A PROFIT SHARING PLAN

Defined-contribution retirement plan

Signals · 1

Late filing · 57.2 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$408K

Net assets (EOY)

$408K

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).

Decision-maker contacts

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

Plan sponsor

Name

MEREDITH MORGAN

EIN

72-2144297all filings

Address

3102 NOTTINGHAM ST. · HOUSTON, TX · 77005

Phone

(713) 806-2457

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